FTAFX Mutual Fund

FTAFX Mutual Fund

NAV$10.82
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Returns Overview

1 Month
+0.98%
3 Months
+0.21%
6 Months
+1.44%
YTD
+4.15%
1 Year
+6.93%
3 Years (annualized)
+7.33%
5 Years (annualized)
+2.32%
10 Years (annualized)
+3.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTAFX 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 Income Composite Index(^FIDFINC)
This Mutual Fund (YTD)
+4.15%
Peer Avg (YTD)
+8.76%
vs Peers
-4.61%

FTAFX Mutual Fund Performance

FTAFX performance across multiple time periods: 1-month 0.98%, YTD 4.15%, 1-year 6.93%, 3-year 7.33%, 5-year 2.32%, 10-year 3.92%.

FTAFX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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