FPUKX Mutual Fund

FPUKX Mutual Fund

NAV$25.00
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Returns Overview

1 Month
-1.04%
3 Months
+0.63%
6 Months
+2.33%
YTD
+7.82%
1 Year
+9.22%
3 Years (annualized)
+17.60%
5 Years (annualized)
+7.99%
10 Years (annualized)
+11.29%

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
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)
+7.82%
Peer Avg (YTD)
+5.30%
vs Peers
+2.51%

FPUKX Mutual Fund Performance

FPUKX performance across multiple time periods: 1-month -1.04%, YTD 7.82%, 1-year 9.22%, 3-year 17.60%, 5-year 7.99%, 10-year 11.29%.

FPUKX returns outperform the peer average of 5.30% 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.