FTCVX Mutual Fund

FTCVX Mutual Fund

NAV$41.75
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Returns Overview

1 Month
+1.12%
3 Months
-5.87%
6 Months
+7.52%
YTD
+15.40%
1 Year
+22.36%
3 Years (annualized)
+16.68%
5 Years (annualized)
+7.59%
10 Years (annualized)
+12.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTCVX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA All US Convertibles Index(ICEBOFAAUSCONI)
This Mutual Fund (YTD)
+15.40%
Peer Avg (YTD)
+12.29%
vs Peers
+3.11%

FTCVX Mutual Fund Performance

FTCVX performance across multiple time periods: 1-month 1.12%, YTD 15.40%, 1-year 22.36%, 3-year 16.68%, 5-year 7.59%, 10-year 12.10%.

FTCVX returns outperform the peer average of 12.29% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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