FATRX Mutual Fund

FATRX Mutual Fund

NAV$9.08
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Returns Overview

1 Month
+0.33%
3 Months
-0.36%
6 Months
-1.25%
YTD
+0.60%
1 Year
+1.86%
3 Years (annualized)
+5.52%
5 Years (annualized)
+2.95%
10 Years (annualized)
+3.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FATRX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.60%
Peer Avg (YTD)
+2.15%
vs Peers
-1.56%

FATRX Mutual Fund Performance

FATRX performance across multiple time periods: 1-month 0.33%, YTD 0.60%, 1-year 1.86%, 3-year 5.52%, 5-year 2.95%, 10-year 3.10%.

FATRX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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