FATVX Mutual Fund

FATVX Mutual Fund

NAV$15.66
See how much of FATVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.21%
3 Months
+0.38%
6 Months
+2.50%
YTD
+5.28%
1 Year
+9.08%
3 Years (annualized)
+8.65%
5 Years (annualized)
+3.73%
10 Years (annualized)
+6.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FATVX 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
Fidelity Freedom 2015 Composite Index(^FIDF15)
This Mutual Fund (YTD)
+5.28%
Peer Avg (YTD)
+8.76%
vs Peers
-3.48%

FATVX Mutual Fund Performance

FATVX performance across multiple time periods: 1-month 1.21%, YTD 5.28%, 1-year 9.08%, 3-year 8.65%, 5-year 3.73%, 10-year 6.06%.

FATVX 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.

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