FZTKX Mutual Fund

FZTKX Mutual Fund

NAV$17.27
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Returns Overview

1 Month
-2.09%
3 Months
-1.37%
6 Months
+1.92%
YTD
+10.95%
1 Year
+13.04%
3 Years (annualized)
+21.79%
5 Years (annualized)
+9.31%
10 Years (annualized)
+12.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FZTKX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Fidelity Freedom 2050 Composite Index
This Mutual Fund (YTD)
+10.95%
Peer Avg (YTD)
+6.71%
vs Peers
+4.24%

FZTKX Mutual Fund Performance

FZTKX performance across multiple time periods: 1-month -2.09%, YTD 10.95%, 1-year 13.04%, 3-year 21.79%, 5-year 9.31%, 10-year 12.09%.

FZTKX returns outperform the peer average of 6.71% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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