FATHX Mutual Fund

FATHX Mutual Fund

NAV$16.74
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Returns Overview

1 Month
+1.56%
3 Months
+0.90%
6 Months
+4.41%
YTD
+8.80%
1 Year
+15.17%
3 Years (annualized)
+14.96%
5 Years (annualized)
+6.59%
10 Years (annualized)
+9.90%

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
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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
Fidelity Freedom 2035 Composite Index(^FIDF35)
This Mutual Fund (YTD)
+8.80%
Peer Avg (YTD)
+8.76%
vs Peers
+0.04%

FATHX Mutual Fund Performance

FATHX performance across multiple time periods: 1-month 1.56%, YTD 8.80%, 1-year 15.17%, 3-year 14.96%, 5-year 6.59%, 10-year 9.90%.

FATHX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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