FTCMX Mutual Fund

FTCMX Mutual Fund

NAV$14.82
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Returns Overview

1 Month
+0.34%
3 Months
+0.09%
6 Months
+1.53%
YTD
+4.35%
1 Year
+5.33%
3 Years (annualized)
+12.18%
5 Years (annualized)
+2.65%
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
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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)
+4.35%
Peer Avg (YTD)
+2.95%
vs Peers
+1.39%

FTCMX Mutual Fund Performance

FTCMX performance across multiple time periods: 1-month 0.34%, YTD 4.35%, 1-year 5.33%, 3-year 12.18%, 5-year 2.65%, 10-year 5.93%.

FTCMX returns outperform the peer average of 2.95% 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.