FVTKX Mutual Fund

NAV$19.05

Returns Overview

1 Month
+1.43%
3 Months
+15.08%
6 Months
+14.55%
YTD
+13.50%
1 Year
+27.86%
3 Years (annualized)
+20.41%
5 Years (annualized)
+12.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FVTKX 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 2060 Composite Index
This Mutual Fund (YTD)
+13.50%
Peer Avg (YTD)
+7.64%
vs Peers
+5.86%

FVTKX Mutual Fund Performance

FVTKX performance across multiple time periods: 1-month 1.43%, YTD 13.50%, 1-year 27.86%, 3-year 20.41%, 5-year 12.32%.

FVTKX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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