FTMRX Mutual Fund

FTMRX Mutual Fund

NAV$17.42
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Returns Overview

1 Month
-0.64%
3 Months
+2.21%
6 Months
+4.53%
YTD
+6.04%
1 Year
+13.97%
3 Years (annualized)
+12.21%
5 Years (annualized)
+6.79%
10 Years (annualized)
+8.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTMRX 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)
+6.04%
Peer Avg (YTD)
+5.54%
vs Peers
+0.50%

FTMRX Mutual Fund Performance

FTMRX performance across multiple time periods: 1-month -0.64%, YTD 6.04%, 1-year 13.97%, 3-year 12.21%, 5-year 6.79%, 10-year 8.56%.

FTMRX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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