FAPUX Mutual Fund

FAPUX Mutual Fund

NAV$11.64
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Returns Overview

1 Month
-0.60%
3 Months
-0.69%
6 Months
+2.56%
YTD
+6.78%
1 Year
+19.09%
3 Years (annualized)
+12.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAPUX 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 Risk Parity Composite Index
This Mutual Fund (YTD)
+6.78%
Peer Avg (YTD)
+10.67%
vs Peers
-3.88%

FAPUX Mutual Fund Performance

FAPUX performance across multiple time periods: 1-month -0.60%, YTD 6.78%, 1-year 19.09%, 3-year 12.05%.

FAPUX returns trail the peer average of 10.67% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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