FAPHX Mutual Fund

NAV$14.57

Returns Overview

1 Month
+2.98%
3 Months
+11.26%
6 Months
+6.50%
YTD
+6.35%
1 Year
+15.01%
3 Years (annualized)
+11.21%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI (Net)
This Mutual Fund (YTD)
+6.35%
Peer Avg (YTD)
+10.82%
vs Peers
-4.47%

FAPHX Mutual Fund Performance

FAPHX performance across multiple time periods: 1-month 2.98%, YTD 6.35%, 1-year 15.01%, 3-year 11.21%.

FAPHX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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