FATWX Mutual Fund

FATWX Mutual Fund

NAV$13.92
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Returns Overview

1 Month
-1.57%
3 Months
+1.16%
6 Months
+3.87%
YTD
+5.56%
1 Year
+12.56%
3 Years (annualized)
+10.92%
5 Years (annualized)
+4.79%
10 Years (annualized)
+7.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FATWX 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 2025 Composite Index(^FIDF25)
This Mutual Fund (YTD)
+5.56%
Peer Avg (YTD)
+6.99%
vs Peers
-1.43%

FATWX Mutual Fund Performance

FATWX performance across multiple time periods: 1-month -1.57%, YTD 5.56%, 1-year 12.56%, 3-year 10.92%, 5-year 4.79%, 10-year 7.53%.

FATWX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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