FATSX Mutual Fund

FATSX Mutual Fund

NAV$13.84
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Returns Overview

1 Month
-2.13%
3 Months
-1.92%
6 Months
+1.40%
YTD
+6.31%
1 Year
+8.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FATSX 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
S&P Target Date 2065+ Index(SPTGT65T)
This Mutual Fund (YTD)
+6.31%
Peer Avg (YTD)
+14.77%
vs Peers
-8.46%

FATSX Mutual Fund Performance

FATSX performance across multiple time periods: 1-month -2.13%, YTD 6.31%, 1-year 8.46%.

FATSX returns trail the peer average of 14.77% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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