FATKX Mutual Fund

FATKX Mutual Fund

NAV$15.65
See how much of FATKX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.40%
3 Months
+0.76%
6 Months
+3.23%
YTD
+7.08%
1 Year
+12.30%
3 Years (annualized)
+12.90%
5 Years (annualized)
+5.49%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+7.08%
Peer Avg (YTD)
+8.76%
vs Peers
-1.68%

FATKX Mutual Fund Performance

FATKX performance across multiple time periods: 1-month 1.40%, YTD 7.08%, 1-year 12.30%, 3-year 12.90%, 5-year 5.49%.

FATKX returns trail the peer average of 8.76% 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.