FGTRX Mutual Fund

FGTRX Mutual Fund

NAV$22.77
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Returns Overview

1 Month
-0.58%
3 Months
+3.05%
6 Months
+6.20%
YTD
+8.09%
1 Year
+17.66%
3 Years (annualized)
+15.10%
5 Years (annualized)
+8.14%
10 Years (annualized)
+9.90%

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)
+8.09%
Peer Avg (YTD)
+6.57%
vs Peers
+1.52%

FGTRX Mutual Fund Performance

FGTRX performance across multiple time periods: 1-month -0.58%, YTD 8.09%, 1-year 17.66%, 3-year 15.10%, 5-year 8.14%, 10-year 9.90%.

FGTRX returns outperform the peer average of 6.57% 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.