FTAFX Mutual Fund

FTAFX Mutual Fund

NAV$11.10
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Returns Overview

1 Month
-1.03%
3 Months
+0.30%
6 Months
+2.09%
YTD
+3.14%
1 Year
+7.30%
3 Years (annualized)
+6.57%
5 Years (annualized)
+2.19%
10 Years (annualized)
+3.84%

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)
+3.14%
Peer Avg (YTD)
+6.99%
vs Peers
-3.85%

FTAFX Mutual Fund Performance

FTAFX performance across multiple time periods: 1-month -1.03%, YTD 3.14%, 1-year 7.30%, 3-year 6.57%, 5-year 2.19%, 10-year 3.84%.

FTAFX returns trail the peer average of 6.99% 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.