FAPDX Mutual Fund

FAPDX Mutual Fund

NAV$10.22
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Returns Overview

1 Month
+0.36%
3 Months
+0.61%
6 Months
+1.15%
YTD
+1.25%
1 Year
+3.17%
3 Years (annualized)
+4.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAPDX 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
BBG US 6 - 9 Month Index(^BBGUS6-9M)
This Mutual Fund (YTD)
+1.25%
Peer Avg (YTD)
+0.12%
vs Peers
+1.13%

FAPDX Mutual Fund Performance

FAPDX performance across multiple time periods: 1-month 0.36%, YTD 1.25%, 1-year 3.17%, 3-year 4.42%.

FAPDX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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