FATIX Mutual Fund

NAV$154.77

Returns Overview

1 Month
+6.68%
3 Months
+15.05%
6 Months
+49.39%
YTD
+28.95%
1 Year
+38.78%
3 Years (annualized)
+42.23%
5 Years (annualized)
+28.74%
10 Years (annualized)
+27.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FATIX 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
MSCI US IMI/Information Technology 25/50
This Mutual Fund (YTD)
+28.95%
Peer Avg (YTD)
+23.53%
vs Peers
+5.42%

FATIX Mutual Fund Performance

FATIX performance across multiple time periods: 1-month 6.68%, YTD 28.95%, 1-year 38.78%, 3-year 42.23%, 5-year 28.74%, 10-year 27.14%.

FATIX returns outperform the peer average of 23.53% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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