FTCRX Mutual Fund

FTCRX Mutual Fund

NAV$15.13
See how much of FTCRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.80%
3 Months
+1.31%
6 Months
+2.81%
YTD
+3.93%
1 Year
+10.05%
3 Years (annualized)
+10.00%
5 Years (annualized)
+4.45%
10 Years (annualized)
+5.80%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Linked Franklin Conservative Allocation Fund Benchmark-NR
This Mutual Fund (YTD)
+3.93%
Peer Avg (YTD)
+3.39%
vs Peers
+0.54%

FTCRX Mutual Fund Performance

FTCRX performance across multiple time periods: 1-month -0.80%, YTD 3.93%, 1-year 10.05%, 3-year 10.00%, 5-year 4.45%, 10-year 5.80%.

FTCRX returns outperform the peer average of 3.39% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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