FPKFX Mutual Fund

FPKFX Mutual Fund

NAV$18.51
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Returns Overview

1 Month
-2.50%
3 Months
+1.57%
6 Months
+5.44%
YTD
+6.95%
1 Year
+13.72%
3 Years (annualized)
+14.25%
5 Years (annualized)
+8.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FPKFX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Fidelity Puritan Composite Index
This Mutual Fund (YTD)
+6.95%
Peer Avg (YTD)
+5.54%
vs Peers
+1.42%

FPKFX Mutual Fund Performance

FPKFX performance across multiple time periods: 1-month -2.50%, YTD 6.95%, 1-year 13.72%, 3-year 14.25%, 5-year 8.51%.

FPKFX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.33%, investors should weigh costs against performance when evaluating this mutual fund.

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