FAPJX Mutual Fund

NAV$14.59

Returns Overview

1 Month
+2.95%
3 Months
+11.20%
6 Months
+6.34%
YTD
+6.19%
1 Year
+14.72%
3 Years (annualized)
+10.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAPJX 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 (All Country World Index) Index(MSCI)
This Mutual Fund (YTD)
+6.19%
Peer Avg (YTD)
+10.82%
vs Peers
-4.63%

FAPJX Mutual Fund Performance

FAPJX performance across multiple time periods: 1-month 2.95%, YTD 6.19%, 1-year 14.72%, 3-year 10.92%.

FAPJX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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