FTCRX Mutual Fund

NAV$15.11

Returns Overview

1 Month
+0.06%
3 Months
+6.37%
6 Months
+5.05%
YTD
+4.77%
1 Year
+13.68%
3 Years (annualized)
+10.70%
5 Years (annualized)
+4.85%
10 Years (annualized)
+6.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTCRX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Linked Franklin Conservative Allocation Fund Benchmark-NR
This Mutual Fund (YTD)
+4.77%
Peer Avg (YTD)
+4.14%
vs Peers
+0.62%

FTCRX Mutual Fund Performance

FTCRX performance across multiple time periods: 1-month 0.06%, YTD 4.77%, 1-year 13.68%, 3-year 10.70%, 5-year 4.85%, 10-year 6.09%.

FTCRX returns outperform the peer average of 4.14% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

FTCRX performance comparison shows side-by-side returns with another fund. FTCRX alternatives are available in the Mutual Fund Screener.