FPIFX Mutual Fund

FPIFX Mutual Fund

NAV$17.55
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Returns Overview

1 Month
-2.02%
3 Months
-1.64%
6 Months
+4.69%
YTD
+3.89%
1 Year
+6.02%
3 Years (annualized)
+10.85%
5 Years (annualized)
+4.35%
10 Years (annualized)
+6.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FPIFX 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 2020 Composite Index(^FIDF20)
This Mutual Fund (YTD)
+3.89%
Peer Avg (YTD)
+7.09%
vs Peers
-3.20%

FPIFX Mutual Fund Performance

FPIFX performance across multiple time periods: 1-month -2.02%, YTD 3.89%, 1-year 6.02%, 3-year 10.85%, 5-year 4.35%, 10-year 6.95%.

FPIFX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.12%, investors should weigh costs against performance when evaluating this mutual fund.

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