FITKX Mutual Fund

FITKX Mutual Fund

NAV$11.14
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Returns Overview

1 Month
+1.26%
3 Months
+1.29%
6 Months
+2.58%
YTD
+3.14%
1 Year
+6.86%
3 Years (annualized)
-0.26%
5 Years (annualized)
+3.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FITKX 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 2005 Composite Index(^FIDF05)
This Mutual Fund (YTD)
+3.14%
Peer Avg (YTD)
+7.21%
vs Peers
-4.07%

FITKX Mutual Fund Performance

FITKX performance across multiple time periods: 1-month 1.26%, YTD 3.14%, 1-year 6.86%, 3-year -0.26%, 5-year 3.17%.

FITKX returns trail the peer average of 7.21% YTD. With an expense ratio of 0.24%, investors should weigh costs against performance when evaluating this mutual fund.

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