FAPUX Mutual Fund

FAPUX Mutual Fund

NAV$11.29
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Returns Overview

1 Month
-4.56%
3 Months
-2.25%
6 Months
+3.48%
YTD
+5.02%
1 Year
+9.11%
3 Years (annualized)
+14.32%

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)
+5.02%
Peer Avg (YTD)
+7.91%
vs Peers
-2.90%

FAPUX Mutual Fund Performance

FAPUX performance across multiple time periods: 1-month -4.56%, YTD 5.02%, 1-year 9.11%, 3-year 14.32%.

FAPUX returns trail the peer average of 7.91% 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.