FATSX Mutual Fund

FATSX Mutual Fund

NAV$14.41
See how much of FATSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.81%
3 Months
+3.38%
6 Months
+6.26%
YTD
+8.39%
1 Year
+18.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FATSX 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
S&P Target Date 2065+ Index(SPTGT65T)
This Mutual Fund (YTD)
+8.39%
Peer Avg (YTD)
+6.99%
vs Peers
+1.40%

FATSX Mutual Fund Performance

FATSX performance across multiple time periods: 1-month -1.81%, YTD 8.39%, 1-year 18.15%.

FATSX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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