FUIPX Mutual Fund

FUIPX Mutual Fund

NAV$24.55
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Returns Overview

1 Month
+2.64%
3 Months
+1.74%
6 Months
+8.51%
YTD
+13.07%
1 Year
+21.27%
3 Years (annualized)
+18.86%
5 Years (annualized)
+9.53%
10 Years (annualized)
+11.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FUIPX 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 Freedom 2060 Composite Index
This Mutual Fund (YTD)
+13.07%
Peer Avg (YTD)
+8.76%
vs Peers
+4.31%

FUIPX Mutual Fund Performance

FUIPX performance across multiple time periods: 1-month 2.64%, YTD 13.07%, 1-year 21.27%, 3-year 18.86%, 5-year 9.53%, 10-year 11.42%.

FUIPX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.05%, investors should weigh costs against performance when evaluating this mutual fund.

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