FAPWX Mutual Fund

FAPWX Mutual Fund

NAV$11.37
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Returns Overview

1 Month
-4.65%
3 Months
-2.34%
6 Months
+3.39%
YTD
+4.81%
1 Year
+8.86%
3 Years (annualized)
+14.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAPWX 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 Risk Parity Composite Index
This Mutual Fund (YTD)
+4.81%
Peer Avg (YTD)
+7.91%
vs Peers
-3.10%

FAPWX Mutual Fund Performance

FAPWX performance across multiple time periods: 1-month -4.65%, YTD 4.81%, 1-year 8.86%, 3-year 14.05%.

FAPWX returns trail the peer average of 7.91% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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