FPURX Mutual Fund

FPURX Mutual Fund

NAV$24.91
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Returns Overview

1 Month
-0.90%
3 Months
+0.77%
6 Months
+2.46%
YTD
+7.93%
1 Year
+9.31%
3 Years (annualized)
+17.59%
5 Years (annualized)
+7.94%
10 Years (annualized)
+11.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FPURX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Fidelity Puritan Composite Index
This Mutual Fund (YTD)
+7.93%
Peer Avg (YTD)
+5.28%
vs Peers
+2.65%

FPURX Mutual Fund Performance

FPURX performance across multiple time periods: 1-month -0.90%, YTD 7.93%, 1-year 9.31%, 3-year 17.59%, 5-year 7.94%, 10-year 11.22%.

FPURX returns outperform the peer average of 5.28% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

FPURX vs another fund shows side-by-side returns. FPURX alternatives are available in the Mutual Fund Screener.