FATUX Mutual Fund

NAV$14.07

Returns Overview

3 Months
+4.44%
6 Months
+4.36%
YTD
+4.21%
1 Year
+9.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FATUX 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 2010 Composite Index(^FIDF10)
This Mutual Fund (YTD)
+4.21%
Peer Avg (YTD)
+7.64%
vs Peers
-3.43%

FATUX Mutual Fund Performance

FATUX performance across multiple time periods: YTD 4.21%, 1-year 9.12%.

FATUX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.04%, investors should weigh costs against performance when evaluating this mutual fund.

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