FAPVX Mutual Fund

NAV$11.67

Returns Overview

1 Month
-1.78%
3 Months
+5.67%
6 Months
+7.65%
YTD
+6.98%
1 Year
+18.60%
3 Years (annualized)
+12.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAPVX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Fidelity Risk Parity Composite Index
This Mutual Fund (YTD)
+6.98%
Peer Avg (YTD)
+8.61%
vs Peers
-1.63%

FAPVX Mutual Fund Performance

FAPVX performance across multiple time periods: 1-month -1.78%, YTD 6.98%, 1-year 18.60%, 3-year 12.45%.

FAPVX returns trail the peer average of 8.61% YTD. With an expense ratio of 1.73%, investors should weigh costs against performance when evaluating this mutual fund.

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