FNIPX Mutual Fund

NAV$28.96

Returns Overview

1 Month
+0.07%
3 Months
+9.66%
6 Months
+8.51%
YTD
+8.11%
1 Year
+17.46%
3 Years (annualized)
+14.60%
5 Years (annualized)
+7.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FNIPX 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 2035 Composite Index(^FIDF35)
This Mutual Fund (YTD)
+8.11%
Peer Avg (YTD)
+7.64%
vs Peers
+0.47%

FNIPX Mutual Fund Performance

FNIPX performance across multiple time periods: 1-month 0.07%, YTD 8.11%, 1-year 17.46%, 3-year 14.60%, 5-year 7.38%.

FNIPX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.05%, investors should weigh costs against performance when evaluating this mutual fund.

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