FTCZX Mutual Fund

NAV$15.27

Returns Overview

1 Month
-1.41%
3 Months
+4.84%
6 Months
+3.67%
YTD
+3.39%
1 Year
+12.50%
3 Years (annualized)
+10.68%
5 Years (annualized)
+5.05%
10 Years (annualized)
+6.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTCZX 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)
+3.39%
Peer Avg (YTD)
+4.14%
vs Peers
-0.76%

FTCZX Mutual Fund Performance

FTCZX performance across multiple time periods: 1-month -1.41%, YTD 3.39%, 1-year 12.50%, 3-year 10.68%, 5-year 5.05%, 10-year 6.48%.

FTCZX returns trail the peer average of 4.14% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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