FTCRX Mutual Fund

FTCRX Mutual Fund

NAV$14.91
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Returns Overview

1 Month
-1.51%
3 Months
-1.19%
6 Months
+5.11%
YTD
+3.52%
1 Year
+5.67%
3 Years (annualized)
+10.92%
5 Years (annualized)
+4.44%
10 Years (annualized)
+5.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTCRX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Linked Franklin Conservative Allocation Fund Benchmark-NR
This Mutual Fund (YTD)
+3.52%
Peer Avg (YTD)
+2.46%
vs Peers
+1.07%

FTCRX Mutual Fund Performance

FTCRX performance across multiple time periods: 1-month -1.51%, YTD 3.52%, 1-year 5.67%, 3-year 10.92%, 5-year 4.44%, 10-year 5.91%.

FTCRX returns outperform the peer average of 2.46% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

FTCRX vs another fund shows side-by-side returns. FTCRX alternatives are available in the Mutual Fund Screener.