FWTKX Mutual Fund

NAV$19.04

Returns Overview

1 Month
+1.07%
3 Months
+7.60%
6 Months
+7.41%
YTD
+6.75%
1 Year
+18.34%
3 Years (annualized)
+15.50%
5 Years (annualized)
+9.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FWTKX 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 2035 Composite Index(^FIDF35)
This Mutual Fund (YTD)
+6.75%
Peer Avg (YTD)
+7.64%
vs Peers
-0.89%

FWTKX Mutual Fund Performance

FWTKX performance across multiple time periods: 1-month 1.07%, YTD 6.75%, 1-year 18.34%, 3-year 15.50%, 5-year 9.08%.

FWTKX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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