FATVX Mutual Fund

FATVX Mutual Fund

NAV$15.90
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Returns Overview

1 Month
-0.82%
3 Months
+1.01%
6 Months
+2.86%
YTD
+4.02%
1 Year
+9.56%
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
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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 2015 Composite Index(^FIDF15)
This Mutual Fund (YTD)
+4.02%
Peer Avg (YTD)
+6.99%
vs Peers
-2.98%

FATVX Mutual Fund Performance

FATVX performance across multiple time periods: 1-month -0.82%, YTD 4.02%, 1-year 9.56%, 3-year 8.65%, 5-year 3.73%, 10-year 6.06%.

FATVX returns trail the peer average of 6.99% 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.