FPURX Mutual Fund

NAV$28.42

Returns Overview

1 Month
+1.65%
3 Months
+12.81%
6 Months
+11.38%
YTD
+10.74%
1 Year
+25.04%
3 Years (annualized)
+17.88%
5 Years (annualized)
+10.12%
10 Years (annualized)
+12.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FPURX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Fidelity Puritan Composite Index
This Mutual Fund (YTD)
+10.74%
Peer Avg (YTD)
+5.87%
vs Peers
+4.87%

FPURX Mutual Fund Performance

FPURX performance across multiple time periods: 1-month 1.65%, YTD 10.74%, 1-year 25.04%, 3-year 17.88%, 5-year 10.12%, 10-year 12.08%.

FPURX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

FPURX performance comparison shows side-by-side returns with another fund. FPURX alternatives are available in the Mutual Fund Screener.