FPUKX Mutual Fund

NAV$28.09

Returns Overview

1 Month
+1.65%
3 Months
+12.79%
6 Months
+11.40%
YTD
+10.77%
1 Year
+26.91%
3 Years (annualized)
+18.53%
5 Years (annualized)
+10.52%
10 Years (annualized)
+12.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FPUKX 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)
+10.77%
Peer Avg (YTD)
+5.87%
vs Peers
+4.90%

FPUKX Mutual Fund Performance

FPUKX performance across multiple time periods: 1-month 1.65%, YTD 10.77%, 1-year 26.91%, 3-year 18.53%, 5-year 10.52%, 10-year 12.41%.

FPUKX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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