FAPCX Mutual Fund

FAPCX Mutual Fund

NAV$19.43
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Returns Overview

1 Month
-5.81%
3 Months
+0.82%
6 Months
+1.04%
YTD
+5.72%
1 Year
+7.40%
3 Years (annualized)
+13.39%
5 Years (annualized)
+5.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAPCX 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
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📉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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+5.72%
Peer Avg (YTD)
+6.23%
vs Peers
-0.51%

FAPCX Mutual Fund Performance

FAPCX performance across multiple time periods: 1-month -5.81%, YTD 5.72%, 1-year 7.40%, 3-year 13.39%, 5-year 5.87%.

FAPCX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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