FPUKX Mutual Fund

FPUKX Mutual Fund

NAV$28.45
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Returns Overview

1 Month
+2.27%
3 Months
+0.55%
6 Months
+6.87%
YTD
+9.57%
1 Year
+15.98%
3 Years (annualized)
+15.81%
5 Years (annualized)
+8.85%
10 Years (annualized)
+11.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FPUKX 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 Puritan Composite Index
This Mutual Fund (YTD)
+9.57%
Peer Avg (YTD)
+6.28%
vs Peers
+3.28%

FPUKX Mutual Fund Performance

FPUKX performance across multiple time periods: 1-month 2.27%, YTD 9.57%, 1-year 15.98%, 3-year 15.81%, 5-year 8.85%, 10-year 11.35%.

FPUKX returns outperform the peer average of 6.28% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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