FATYX Mutual Fund

FATYX Mutual Fund

NAV$17.80

Returns Overview

3 Months
+6.46%
6 Months
+5.90%
YTD
+5.64%
1 Year
+12.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FATYX 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 2020 Composite Index(^FIDF20)
This Mutual Fund (YTD)
+5.64%
Peer Avg (YTD)
+7.64%
vs Peers
-2.00%

FATYX Mutual Fund Performance

FATYX performance across multiple time periods: YTD 5.64%, 1-year 12.48%.

FATYX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.04%, investors should weigh costs against performance when evaluating this mutual fund.

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