FATKX Mutual Fund

NAV$15.97

Returns Overview

1 Month
+0.70%
3 Months
+7.29%
6 Months
+7.50%
YTD
+7.01%
1 Year
+17.56%
3 Years (annualized)
+12.78%
5 Years (annualized)
+5.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FATKX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Fidelity Freedom 2020 Composite Index(^FIDF20)
This Mutual Fund (YTD)
+7.01%
Peer Avg (YTD)
+7.64%
vs Peers
-0.63%

FATKX Mutual Fund Performance

FATKX performance across multiple time periods: 1-month 0.70%, YTD 7.01%, 1-year 17.56%, 3-year 12.78%, 5-year 5.79%.

FATKX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.28%, investors should weigh costs against performance when evaluating this mutual fund.

FATKX performance comparison shows side-by-side returns with another fund. FATKX alternatives are available in the Mutual Fund Screener.