FGTIX Mutual Fund

FGTIX Mutual Fund

NAV$23.38
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Returns Overview

1 Month
-0.52%
3 Months
+3.14%
6 Months
+6.33%
YTD
+8.23%
1 Year
+17.99%
3 Years (annualized)
+15.38%
5 Years (annualized)
+9.37%
10 Years (annualized)
+10.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGTIX 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
PROUpgrade to run
🏦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 Growth Allocation Fund Benchmark-NR
This Mutual Fund (YTD)
+8.23%
Peer Avg (YTD)
+6.57%
vs Peers
+1.66%

FGTIX Mutual Fund Performance

FGTIX performance across multiple time periods: 1-month -0.52%, YTD 8.23%, 1-year 17.99%, 3-year 15.38%, 5-year 9.37%, 10-year 10.97%.

FGTIX returns outperform the peer average of 6.57% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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