FUIPX Mutual Fund

FUIPX Mutual Fund

NAV$24.59
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Returns Overview

1 Month
-0.87%
3 Months
+3.57%
6 Months
+7.73%
YTD
+10.16%
1 Year
+21.39%
3 Years (annualized)
+16.72%
5 Years (annualized)
+9.41%
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)
+10.16%
Peer Avg (YTD)
+6.99%
vs Peers
+3.17%

FUIPX Mutual Fund Performance

FUIPX performance across multiple time periods: 1-month -0.87%, YTD 10.16%, 1-year 21.39%, 3-year 16.72%, 5-year 9.41%, 10-year 11.42%.

FUIPX returns outperform the peer average of 6.99% 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.