FMTZX Mutual Fund

FMTZX Mutual Fund

NAV$17.22
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Returns Overview

1 Month
-0.58%
3 Months
+2.32%
6 Months
+4.81%
YTD
+6.32%
1 Year
+14.56%
3 Years (annualized)
+12.79%
5 Years (annualized)
+6.54%
10 Years (annualized)
+8.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMTZX 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)
+6.32%
Peer Avg (YTD)
+5.54%
vs Peers
+0.78%

FMTZX Mutual Fund Performance

FMTZX performance across multiple time periods: 1-month -0.58%, YTD 6.32%, 1-year 14.56%, 3-year 12.79%, 5-year 6.54%, 10-year 8.24%.

FMTZX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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