FTAFX Mutual Fund

FTAFX Mutual Fund

NAV$10.67
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Returns Overview

1 Month
+0.36%
3 Months
-0.92%
6 Months
-0.62%
YTD
+2.19%
1 Year
+2.95%
3 Years (annualized)
+7.92%
5 Years (annualized)
+1.96%
10 Years (annualized)
+3.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTAFX 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
Fidelity Freedom Income Composite Index(^FIDFINC)
This Mutual Fund (YTD)
+2.19%
Peer Avg (YTD)
+14.77%
vs Peers
-12.58%

FTAFX Mutual Fund Performance

FTAFX performance across multiple time periods: 1-month 0.36%, YTD 2.19%, 1-year 2.95%, 3-year 7.92%, 5-year 1.96%, 10-year 3.58%.

FTAFX returns trail the peer average of 14.77% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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