FATKX Mutual Fund

FATKX Mutual Fund

NAV$16.03
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Returns Overview

1 Month
-1.32%
3 Months
+1.17%
6 Months
+3.97%
YTD
+5.60%
1 Year
+15.63%
3 Years (annualized)
+11.66%
5 Years (annualized)
+5.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FATKX 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 2020 Composite Index(^FIDF20)
This Mutual Fund (YTD)
+5.60%
Peer Avg (YTD)
+6.99%
vs Peers
-1.39%

FATKX Mutual Fund Performance

FATKX performance across multiple time periods: 1-month -1.32%, YTD 5.60%, 1-year 15.63%, 3-year 11.66%, 5-year 5.43%.

FATKX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.28%, investors should weigh costs against performance when evaluating this mutual fund.

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