FGTRX Mutual Fund

FGTRX Mutual Fund

NAV$22.23
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Returns Overview

1 Month
-1.15%
3 Months
+0.05%
6 Months
+3.10%
YTD
+8.14%
1 Year
+9.71%
3 Years (annualized)
+18.27%
5 Years (annualized)
+7.62%
10 Years (annualized)
+9.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGTRX 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 Growth Allocation Fund Benchmark-NR
This Mutual Fund (YTD)
+8.14%
Peer Avg (YTD)
+6.20%
vs Peers
+1.95%

FGTRX Mutual Fund Performance

FGTRX performance across multiple time periods: 1-month -1.15%, YTD 8.14%, 1-year 9.71%, 3-year 18.27%, 5-year 7.62%, 10-year 9.94%.

FGTRX returns outperform the peer average of 6.20% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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