FTMLX Mutual Fund

FTMLX Mutual Fund

NAV$17.49
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Returns Overview

1 Month
-0.64%
3 Months
+2.34%
6 Months
+4.78%
YTD
+6.35%
1 Year
+14.57%
3 Years (annualized)
+12.86%
5 Years (annualized)
+6.62%
10 Years (annualized)
+8.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTMLX 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 Conservative Allocation Fund Benchmark-NR
This Mutual Fund (YTD)
+6.35%
Peer Avg (YTD)
+5.54%
vs Peers
+0.81%

FTMLX Mutual Fund Performance

FTMLX performance across multiple time periods: 1-month -0.64%, YTD 6.35%, 1-year 14.57%, 3-year 12.86%, 5-year 6.62%, 10-year 8.05%.

FTMLX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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