FAPWX Mutual Fund

NAV$11.48

Returns Overview

1 Month
-1.70%
3 Months
+5.86%
6 Months
+8.00%
YTD
+7.32%
1 Year
+19.32%
3 Years (annualized)
+13.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAPWX 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 Risk Parity Composite Index
This Mutual Fund (YTD)
+7.32%
Peer Avg (YTD)
+8.61%
vs Peers
-1.29%

FAPWX Mutual Fund Performance

FAPWX performance across multiple time periods: 1-month -1.70%, YTD 7.32%, 1-year 19.32%, 3-year 13.01%.

FAPWX returns trail the peer average of 8.61% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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