FATQX Mutual Fund

FATQX Mutual Fund

NAV$12.71
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Returns Overview

1 Month
-0.65%
3 Months
+0.68%
6 Months
+2.32%
YTD
+3.23%
1 Year
+7.46%
3 Years (annualized)
+6.94%
5 Years (annualized)
+2.75%
10 Years (annualized)
+4.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FATQX 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 Income Composite Index(^FIDFINC)
This Mutual Fund (YTD)
+3.23%
Peer Avg (YTD)
+5.54%
vs Peers
-2.30%

FATQX Mutual Fund Performance

FATQX performance across multiple time periods: 1-month -0.65%, YTD 3.23%, 1-year 7.46%, 3-year 6.94%, 5-year 2.75%, 10-year 4.02%.

FATQX returns trail the peer average of 5.54% YTD. With an expense ratio of 0.04%, investors should weigh costs against performance when evaluating this mutual fund.

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