FTMRX Mutual Fund

FTMRX Mutual Fund

NAV$17.28
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Returns Overview

1 Month
+1.52%
3 Months
+0.89%
6 Months
+5.12%
YTD
+7.65%
1 Year
+13.52%
3 Years (annualized)
+13.38%
5 Years (annualized)
+5.96%
10 Years (annualized)
+7.79%

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)
+7.65%
Peer Avg (YTD)
+6.28%
vs Peers
+1.37%

FTMRX Mutual Fund Performance

FTMRX performance across multiple time periods: 1-month 1.52%, YTD 7.65%, 1-year 13.52%, 3-year 13.38%, 5-year 5.96%, 10-year 7.79%.

FTMRX returns outperform the peer average of 6.28% 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.