FTMTX Mutual Fund

FTMTX Mutual Fund

NAV$16.17
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Returns Overview

1 Month
-0.49%
3 Months
-0.14%
6 Months
+1.93%
YTD
+5.61%
1 Year
+6.75%
3 Years (annualized)
+14.39%
5 Years (annualized)
+5.12%
10 Years (annualized)
+7.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTMTX 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)
+5.61%
Peer Avg (YTD)
+5.28%
vs Peers
+0.32%

FTMTX Mutual Fund Performance

FTMTX performance across multiple time periods: 1-month -0.49%, YTD 5.61%, 1-year 6.75%, 3-year 14.39%, 5-year 5.12%, 10-year 7.20%.

FTMTX returns outperform the peer average of 5.28% YTD. With an expense ratio of 1.57%, investors should weigh costs against performance when evaluating this mutual fund.

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