FAPHX Mutual Fund

FAPHX Mutual Fund

NAV$14.46
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Returns Overview

1 Month
+2.43%
3 Months
+3.68%
6 Months
+3.89%
YTD
+7.07%
1 Year
+12.86%
3 Years (annualized)
+11.61%

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
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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 (Net)
This Mutual Fund (YTD)
+7.07%
Peer Avg (YTD)
+9.89%
vs Peers
-2.82%

FAPHX Mutual Fund Performance

FAPHX performance across multiple time periods: 1-month 2.43%, YTD 7.07%, 1-year 12.86%, 3-year 11.61%.

FAPHX returns trail the peer average of 9.89% 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.