FATEX Mutual Fund

FATEX Mutual Fund

NAV$118.94
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Returns Overview

1 Month
+6.63%
3 Months
+14.90%
6 Months
+49.02%
YTD
+28.41%
1 Year
+38.09%
3 Years (annualized)
+36.58%
5 Years (annualized)
+21.28%
10 Years (annualized)
+23.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FATEX 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
MSCI US IMI/Information Technology 25/50
This Mutual Fund (YTD)
+28.41%
Peer Avg (YTD)
+23.53%
vs Peers
+4.88%

FATEX Mutual Fund Performance

FATEX performance across multiple time periods: 1-month 6.63%, YTD 28.41%, 1-year 38.09%, 3-year 36.58%, 5-year 21.28%, 10-year 23.06%.

FATEX returns outperform the peer average of 23.53% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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