FVTKX Mutual Fund

FVTKX Mutual Fund

NAV$19.07
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Returns Overview

1 Month
-1.66%
3 Months
-0.73%
6 Months
+14.24%
YTD
+12.66%
1 Year
+18.05%
3 Years (annualized)
+20.51%
5 Years (annualized)
+10.45%
10 Years (annualized)
+12.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FVTKX 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 2060 Composite Index
This Mutual Fund (YTD)
+12.66%
Peer Avg (YTD)
+7.09%
vs Peers
+5.58%

FVTKX Mutual Fund Performance

FVTKX performance across multiple time periods: 1-month -1.66%, YTD 12.66%, 1-year 18.05%, 3-year 20.51%, 5-year 10.45%, 10-year 12.21%.

FVTKX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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