FATXX Mutual Fund

FATXX Mutual Fund

NAV$1.00
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+0.24%
3 Months
+0.74%
6 Months
+1.49%
YTD
+1.49%
1 Year
+3.25%
3 Years (annualized)
+3.89%
5 Years (annualized)
+2.88%
10 Years (annualized)
+1.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FATXX 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
S&P US Treasury Bill 0-3(^SPBDUB3T:SP)
This Mutual Fund (YTD)
+1.49%
Peer Avg (YTD)
+1.70%
vs Peers
-0.21%

FATXX Mutual Fund Performance

FATXX performance across multiple time periods: 1-month 0.24%, YTD 1.49%, 1-year 3.25%, 3-year 3.89%, 5-year 2.88%, 10-year 1.74%.

FATXX returns trail the peer average of 1.70% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

FATXX performance comparison shows side-by-side returns with another fund. FATXX alternatives are available in the Mutual Fund Screener.