FWTKX Mutual Fund

FWTKX Mutual Fund

NAV$18.65
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Returns Overview

1 Month
-1.53%
3 Months
+2.17%
6 Months
+2.85%
YTD
+8.94%
1 Year
+17.88%
3 Years (annualized)
+14.51%
5 Years (annualized)
+7.74%
10 Years (annualized)
+10.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FWTKX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Fidelity Freedom 2035 Composite Index(^FIDF35)
This Mutual Fund (YTD)
+8.94%
Peer Avg (YTD)
+6.99%
vs Peers
+1.95%

FWTKX Mutual Fund Performance

FWTKX performance across multiple time periods: 1-month -1.53%, YTD 8.94%, 1-year 17.88%, 3-year 14.51%, 5-year 7.74%, 10-year 10.59%.

FWTKX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this mutual fund.

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