FAPIX Mutual Fund

NAV$12.73

Returns Overview

1 Month
-0.05%
3 Months
+3.96%
6 Months
+3.99%
YTD
+3.90%
1 Year
+8.32%
3 Years (annualized)
+7.41%
5 Years (annualized)
+3.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAPIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Fidelity Freedom Income Composite Index(^FIDFINC)
This Mutual Fund (YTD)
+3.90%
Peer Avg (YTD)
+5.87%
vs Peers
-1.96%

FAPIX Mutual Fund Performance

FAPIX performance across multiple time periods: 1-month -0.05%, YTD 3.90%, 1-year 8.32%, 3-year 7.41%, 5-year 3.11%.

FAPIX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.05%, investors should weigh costs against performance when evaluating this mutual fund.

FAPIX performance comparison shows side-by-side returns with another fund. FAPIX alternatives are available in the Mutual Fund Screener.