FGTRX Mutual Fund

FGTRX Mutual Fund

NAV$22.60
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Returns Overview

1 Month
+1.92%
3 Months
+1.32%
6 Months
+7.45%
YTD
+10.17%
1 Year
+17.46%
3 Years (annualized)
+16.52%
5 Years (annualized)
+8.05%
10 Years (annualized)
+10.02%

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)
+10.17%
Peer Avg (YTD)
+7.17%
vs Peers
+3.00%

FGTRX Mutual Fund Performance

FGTRX performance across multiple time periods: 1-month 1.92%, YTD 10.17%, 1-year 17.46%, 3-year 16.52%, 5-year 8.05%, 10-year 10.02%.

FGTRX returns outperform the peer average of 7.17% 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.