FTCMX Mutual Fund

FTCMX Mutual Fund

NAV$14.97
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Returns Overview

1 Month
-0.73%
3 Months
+1.44%
6 Months
+3.06%
YTD
+4.25%
1 Year
+10.69%
3 Years (annualized)
+9.79%
5 Years (annualized)
+4.34%
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)
+4.25%
Peer Avg (YTD)
+3.39%
vs Peers
+0.87%

FTCMX Mutual Fund Performance

FTCMX performance across multiple time periods: 1-month -0.73%, YTD 4.25%, 1-year 10.69%, 3-year 9.79%, 5-year 4.34%, 10-year 5.93%.

FTCMX returns outperform the peer average of 3.39% 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.