FAPIX Mutual Fund

FAPIX Mutual Fund

NAV$12.46
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Returns Overview

1 Month
-1.68%
3 Months
-1.35%
6 Months
+2.56%
YTD
+2.50%
1 Year
+3.89%
3 Years (annualized)
+7.61%
5 Years (annualized)
+2.91%
10 Years (annualized)
+4.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAPIX 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 Income Composite Index(^FIDFINC)
This Mutual Fund (YTD)
+2.50%
Peer Avg (YTD)
+4.96%
vs Peers
-2.46%

FAPIX Mutual Fund Performance

FAPIX performance across multiple time periods: 1-month -1.68%, YTD 2.50%, 1-year 3.89%, 3-year 7.61%, 5-year 2.91%, 10-year 4.03%.

FAPIX returns trail the peer average of 4.96% YTD. With an expense ratio of 0.05%, investors should weigh costs against performance when evaluating this mutual fund.

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