FAPHX Mutual Fund

FAPHX Mutual Fund

NAV$14.92
See how much of FAPHX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.70%
3 Months
+3.73%
6 Months
+3.51%
YTD
+4.54%
1 Year
+13.40%
3 Years (annualized)
+9.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAPHX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI (Net)
This Mutual Fund (YTD)
+4.54%
Peer Avg (YTD)
+9.54%
vs Peers
-5.00%

FAPHX Mutual Fund Performance

FAPHX performance across multiple time periods: 1-month -1.70%, YTD 4.54%, 1-year 13.40%, 3-year 9.62%.

FAPHX returns trail the peer average of 9.54% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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