FTGMX Mutual Fund

FTGMX Mutual Fund

NAV$23.56
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Returns Overview

1 Month
+2.00%
3 Months
+1.45%
6 Months
+7.78%
YTD
+10.58%
1 Year
+18.15%
3 Years (annualized)
+17.20%
5 Years (annualized)
+6.19%
10 Years (annualized)
+5.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTGMX 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
Linked Franklin Growth Allocation Fund Benchmark-NR
This Mutual Fund (YTD)
+10.58%
Peer Avg (YTD)
+7.17%
vs Peers
+3.40%

FTGMX Mutual Fund Performance

FTGMX performance across multiple time periods: 1-month 2.00%, YTD 10.58%, 1-year 18.15%, 3-year 17.20%, 5-year 6.19%, 10-year 5.48%.

FTGMX returns outperform the peer average of 7.17% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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