FATWX Mutual Fund

NAV$14.02

Returns Overview

1 Month
+0.72%
3 Months
+8.20%
6 Months
+7.79%
YTD
+7.24%
1 Year
+17.19%
3 Years (annualized)
+13.01%
5 Years (annualized)
+6.79%
10 Years (annualized)
+9.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FATWX 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 2025 Composite Index(^FIDF25)
This Mutual Fund (YTD)
+7.24%
Peer Avg (YTD)
+7.64%
vs Peers
-0.40%

FATWX Mutual Fund Performance

FATWX performance across multiple time periods: 1-month 0.72%, YTD 7.24%, 1-year 17.19%, 3-year 13.01%, 5-year 6.79%, 10-year 9.65%.

FATWX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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