FTMLX Mutual Fund

FTMLX Mutual Fund

NAV$17.33
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Returns Overview

1 Month
+1.58%
3 Months
+1.02%
6 Months
+5.43%
YTD
+8.03%
1 Year
+14.19%
3 Years (annualized)
+13.99%
5 Years (annualized)
+5.88%
10 Years (annualized)
+3.85%

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)
+8.03%
Peer Avg (YTD)
+6.28%
vs Peers
+1.74%

FTMLX Mutual Fund Performance

FTMLX performance across multiple time periods: 1-month 1.58%, YTD 8.03%, 1-year 14.19%, 3-year 13.99%, 5-year 5.88%, 10-year 3.85%.

FTMLX returns outperform the peer average of 6.28% 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.