FUIPX Mutual Fund

FUIPX Mutual Fund

NAV$23.77
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Returns Overview

1 Month
-1.33%
3 Months
-0.38%
6 Months
+3.18%
YTD
+9.75%
1 Year
+11.59%
3 Years (annualized)
+20.60%
5 Years (annualized)
+8.72%
10 Years (annualized)
+11.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FUIPX 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 Freedom 2060 Composite Index
This Mutual Fund (YTD)
+9.75%
Peer Avg (YTD)
+6.71%
vs Peers
+3.04%

FUIPX Mutual Fund Performance

FUIPX performance across multiple time periods: 1-month -1.33%, YTD 9.75%, 1-year 11.59%, 3-year 20.60%, 5-year 8.72%, 10-year 11.50%.

FUIPX returns outperform the peer average of 6.71% YTD. With an expense ratio of 0.05%, investors should weigh costs against performance when evaluating this mutual fund.

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