FZTKX Mutual Fund

FZTKX Mutual Fund

NAV$17.97
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Returns Overview

1 Month
+2.51%
3 Months
+2.33%
6 Months
+8.52%
YTD
+15.31%
1 Year
+23.92%
3 Years (annualized)
+20.39%
5 Years (annualized)
+10.39%
10 Years (annualized)
+12.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FZTKX 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 2050 Composite Index
This Mutual Fund (YTD)
+15.31%
Peer Avg (YTD)
+8.76%
vs Peers
+6.55%

FZTKX Mutual Fund Performance

FZTKX performance across multiple time periods: 1-month 2.51%, YTD 15.31%, 1-year 23.92%, 3-year 20.39%, 5-year 10.39%, 10-year 12.20%.

FZTKX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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