FATQX Mutual Fund

FATQX Mutual Fund

NAV$12.34
See how much of FATQX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.91%
3 Months
-0.23%
6 Months
+0.44%
YTD
+2.99%
1 Year
+3.55%
3 Years (annualized)
+8.58%
5 Years (annualized)
+2.80%
10 Years (annualized)
+4.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FATQX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Fidelity Freedom Income Composite Index(^FIDFINC)
This Mutual Fund (YTD)
+2.99%
Peer Avg (YTD)
+5.28%
vs Peers
-2.29%

FATQX Mutual Fund Performance

FATQX performance across multiple time periods: 1-month 0.91%, YTD 2.99%, 1-year 3.55%, 3-year 8.58%, 5-year 2.80%, 10-year 4.09%.

FATQX returns trail the peer average of 5.28% YTD. With an expense ratio of 0.04%, investors should weigh costs against performance when evaluating this mutual fund.

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