FTCVX Mutual Fund

NAV$41.84

Returns Overview

1 Month
-1.01%
3 Months
+16.76%
6 Months
+21.36%
YTD
+19.23%
1 Year
+34.66%
3 Years (annualized)
+18.70%
5 Years (annualized)
+8.93%
10 Years (annualized)
+13.08%

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
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
ICE BofA All US Convertibles Index(ICEBOFAAUSCONI)
This Mutual Fund (YTD)
+19.23%
Peer Avg (YTD)
+18.00%
vs Peers
+1.23%

FTCVX Mutual Fund Performance

FTCVX performance across multiple time periods: 1-month -1.01%, YTD 19.23%, 1-year 34.66%, 3-year 18.70%, 5-year 8.93%, 10-year 13.08%.

FTCVX returns outperform the peer average of 18.00% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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