FMTIX Mutual Fund

FMTIX Mutual Fund

NAV$17.00
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Returns Overview

1 Month
-0.41%
3 Months
+0.05%
6 Months
+2.32%
YTD
+6.20%
1 Year
+7.52%
3 Years (annualized)
+15.24%
5 Years (annualized)
+5.90%
10 Years (annualized)
+7.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMTIX 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)
+6.20%
Peer Avg (YTD)
+5.30%
vs Peers
+0.89%

FMTIX Mutual Fund Performance

FMTIX performance across multiple time periods: 1-month -0.41%, YTD 6.20%, 1-year 7.52%, 3-year 15.24%, 5-year 5.90%, 10-year 7.95%.

FMTIX returns outperform the peer average of 5.30% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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