FPKFX Mutual Fund

NAV$18.80

Returns Overview

1 Month
+0.74%
3 Months
+12.09%
6 Months
+10.33%
YTD
+9.70%
1 Year
+21.63%
3 Years (annualized)
+17.05%
5 Years (annualized)
+9.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FPKFX 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 Puritan Composite Index
This Mutual Fund (YTD)
+9.70%
Peer Avg (YTD)
+5.87%
vs Peers
+3.83%

FPKFX Mutual Fund Performance

FPKFX performance across multiple time periods: 1-month 0.74%, YTD 9.70%, 1-year 21.63%, 3-year 17.05%, 5-year 9.76%.

FPKFX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.33%, investors should weigh costs against performance when evaluating this mutual fund.

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