FATZX Mutual Fund

FATZX Mutual Fund

NAV$21.76
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Returns Overview

1 Month
+0.05%
3 Months
+7.66%
6 Months
+6.82%
YTD
+6.50%
1 Year
+14.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FATZX 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
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📉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)
+6.50%
Peer Avg (YTD)
+7.64%
vs Peers
-1.14%

FATZX Mutual Fund Performance

FATZX performance across multiple time periods: 1-month 0.05%, YTD 6.50%, 1-year 14.25%.

FATZX 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.

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