FATTX Mutual Fund

FATTX Mutual Fund

NAV$25.66
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Returns Overview

1 Month
+1.63%
3 Months
+0.77%
6 Months
+6.60%
YTD
+9.86%
1 Year
+17.05%
3 Years (annualized)
+18.52%
5 Years (annualized)
+9.26%
10 Years (annualized)
+11.79%

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)
+9.86%
Peer Avg (YTD)
+8.76%
vs Peers
+1.10%

FATTX Mutual Fund Performance

FATTX performance across multiple time periods: 1-month 1.63%, YTD 9.86%, 1-year 17.05%, 3-year 18.52%, 5-year 9.26%, 10-year 11.79%.

FATTX returns outperform the peer average of 8.76% 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.