FPURX Mutual Fund

FPURX Mutual Fund

NAV$25.76
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Returns Overview

1 Month
-0.56%
3 Months
-1.65%
6 Months
+10.95%
YTD
+8.92%
1 Year
+12.55%
3 Years (annualized)
+15.73%
5 Years (annualized)
+8.76%
10 Years (annualized)
+11.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FPURX 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 Puritan Composite Index
This Mutual Fund (YTD)
+8.92%
Peer Avg (YTD)
+4.96%
vs Peers
+3.95%

FPURX Mutual Fund Performance

FPURX performance across multiple time periods: 1-month -0.56%, YTD 8.92%, 1-year 12.55%, 3-year 15.73%, 5-year 8.76%, 10-year 11.26%.

FPURX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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