FTCVX Mutual Fund

FTCVX Mutual Fund

NAV$41.05
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Returns Overview

1 Month
-5.96%
3 Months
-1.15%
6 Months
+8.71%
YTD
+14.13%
1 Year
+23.35%
3 Years (annualized)
+15.37%
5 Years (annualized)
+7.79%
10 Years (annualized)
+11.88%

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
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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
ICE BofA All US Convertibles Index(ICEBOFAAUSCONI)
This Mutual Fund (YTD)
+14.13%
Peer Avg (YTD)
+13.29%
vs Peers
+0.84%

FTCVX Mutual Fund Performance

FTCVX performance across multiple time periods: 1-month -5.96%, YTD 14.13%, 1-year 23.35%, 3-year 15.37%, 5-year 7.79%, 10-year 11.88%.

FTCVX returns outperform the peer average of 13.29% 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.