FATHX Mutual Fund

NAV$16.94

Returns Overview

1 Month
+0.95%
3 Months
+10.30%
6 Months
+9.61%
YTD
+8.86%
1 Year
+20.10%
3 Years (annualized)
+15.66%
5 Years (annualized)
+8.86%
10 Years (annualized)
+12.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FATHX 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)
+8.86%
Peer Avg (YTD)
+7.64%
vs Peers
+1.22%

FATHX Mutual Fund Performance

FATHX performance across multiple time periods: 1-month 0.95%, YTD 8.86%, 1-year 20.10%, 3-year 15.66%, 5-year 8.86%, 10-year 12.12%.

FATHX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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