FATUX Mutual Fund

FATUX Mutual Fund

NAV$13.94
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Returns Overview

1 Month
+1.08%
3 Months
+0.36%
6 Months
+2.09%
YTD
+4.58%
1 Year
+7.73%
3 Years (annualized)
+7.58%
5 Years (annualized)
+3.09%
10 Years (annualized)
+5.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FATUX 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 2010 Composite Index(^FIDF10)
This Mutual Fund (YTD)
+4.58%
Peer Avg (YTD)
+8.76%
vs Peers
-4.18%

FATUX Mutual Fund Performance

FATUX performance across multiple time periods: 1-month 1.08%, YTD 4.58%, 1-year 7.73%, 3-year 7.58%, 5-year 3.09%, 10-year 5.19%.

FATUX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.04%, investors should weigh costs against performance when evaluating this mutual fund.

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