FATTX Mutual Fund

FATTX Mutual Fund

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Returns Overview

1 Month
-1.34%
3 Months
+3.29%
6 Months
+6.05%
YTD
+8.10%
1 Year
+17.51%
3 Years (annualized)
+16.10%
5 Years (annualized)
+8.90%
10 Years (annualized)
+11.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FATTX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+8.10%
Peer Avg (YTD)
+6.99%
vs Peers
+1.11%

FATTX Mutual Fund Performance

FATTX performance across multiple time periods: 1-month -1.34%, YTD 8.10%, 1-year 17.51%, 3-year 16.10%, 5-year 8.90%, 10-year 11.37%.

FATTX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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