FAPKX Mutual Fund

NAV$14.08

Returns Overview

1 Month
+2.96%
3 Months
+11.02%
6 Months
+6.05%
YTD
+5.82%
1 Year
+14.12%
3 Years (annualized)
+10.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAPKX 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)
+5.82%
Peer Avg (YTD)
+10.82%
vs Peers
-5.00%

FAPKX Mutual Fund Performance

FAPKX performance across multiple time periods: 1-month 2.96%, YTD 5.82%, 1-year 14.12%, 3-year 10.18%.

FAPKX returns trail the peer average of 10.82% YTD. With an expense ratio of 2.05%, investors should weigh costs against performance when evaluating this mutual fund.

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