FAPZX Mutual Fund

FAPZX Mutual Fund

NAV$11.41
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Returns Overview

1 Month
-4.55%
3 Months
-2.16%
6 Months
+3.66%
YTD
+5.23%
1 Year
+9.46%
3 Years (annualized)
+14.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAPZX 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
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📉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)
+5.23%
Peer Avg (YTD)
+7.91%
vs Peers
-2.68%

FAPZX Mutual Fund Performance

FAPZX performance across multiple time periods: 1-month -4.55%, YTD 5.23%, 1-year 9.46%, 3-year 14.66%.

FAPZX returns trail the peer average of 7.91% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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