FPTKX Mutual Fund

FPTKX Mutual Fund

NAV$12.61
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Returns Overview

1 Month
-1.20%
3 Months
+0.91%
6 Months
+1.63%
YTD
+5.19%
1 Year
+11.26%
3 Years (annualized)
+9.50%
5 Years (annualized)
+4.18%
10 Years (annualized)
+6.57%

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
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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 2015 Composite Index(^FIDF15)
This Mutual Fund (YTD)
+5.19%
Peer Avg (YTD)
+6.99%
vs Peers
-1.80%

FPTKX Mutual Fund Performance

FPTKX performance across multiple time periods: 1-month -1.20%, YTD 5.19%, 1-year 11.26%, 3-year 9.50%, 5-year 4.18%, 10-year 6.57%.

FPTKX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.26%, investors should weigh costs against performance when evaluating this mutual fund.

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