FPKFX Mutual Fund

FPKFX Mutual Fund

NAV$17.38
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Returns Overview

1 Month
-0.75%
3 Months
-1.28%
6 Months
+10.65%
YTD
+8.29%
1 Year
+11.19%
3 Years (annualized)
+16.19%
5 Years (annualized)
+9.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FPKFX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Fidelity Puritan Composite Index
This Mutual Fund (YTD)
+8.29%
Peer Avg (YTD)
+4.97%
vs Peers
+3.32%

FPKFX Mutual Fund Performance

FPKFX performance across multiple time periods: 1-month -0.75%, YTD 8.29%, 1-year 11.19%, 3-year 16.19%, 5-year 9.03%.

FPKFX returns outperform the peer average of 4.97% YTD. With an expense ratio of 0.33%, investors should weigh costs against performance when evaluating this mutual fund.

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