FPTKX Mutual Fund

NAV$12.58

Returns Overview

1 Month
+0.56%
3 Months
+4.32%
6 Months
+4.66%
YTD
+4.32%
1 Year
+12.80%
3 Years (annualized)
+10.45%
5 Years (annualized)
+4.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FPTKX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Fidelity Freedom 2015 Composite Index(^FIDF15)
This Mutual Fund (YTD)
+4.32%
Peer Avg (YTD)
+7.64%
vs Peers
-3.32%

FPTKX Mutual Fund Performance

FPTKX performance across multiple time periods: 1-month 0.56%, YTD 4.32%, 1-year 12.80%, 3-year 10.45%, 5-year 4.52%.

FPTKX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.26%, investors should weigh costs against performance when evaluating this mutual fund.

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