FTCMX Mutual Fund

FTCMX Mutual Fund

NAV$14.94
See how much of FTCMX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.20%
3 Months
+0.59%
6 Months
+3.20%
YTD
+5.51%
1 Year
+10.20%
3 Years (annualized)
+10.68%
5 Years (annualized)
+2.76%
10 Years (annualized)
+5.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTCMX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+5.51%
Peer Avg (YTD)
+3.78%
vs Peers
+1.73%

FTCMX Mutual Fund Performance

FTCMX performance across multiple time periods: 1-month 1.20%, YTD 5.51%, 1-year 10.20%, 3-year 10.68%, 5-year 2.76%, 10-year 5.93%.

FTCMX returns outperform the peer average of 3.78% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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