FTMTX Mutual Fund

FTMTX Mutual Fund

NAV$16.51
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Returns Overview

1 Month
-1.10%
3 Months
-0.32%
6 Months
+8.50%
YTD
+6.13%
1 Year
+8.88%
3 Years (annualized)
+13.93%
5 Years (annualized)
+6.24%
10 Years (annualized)
+8.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTMTX 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)
+6.13%
Peer Avg (YTD)
+4.96%
vs Peers
+1.16%

FTMTX Mutual Fund Performance

FTMTX performance across multiple time periods: 1-month -1.10%, YTD 6.13%, 1-year 8.88%, 3-year 13.93%, 5-year 6.24%, 10-year 8.27%.

FTMTX returns outperform the peer average of 4.96% YTD. With an expense ratio of 1.57%, investors should weigh costs against performance when evaluating this mutual fund.

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