FAPLX Mutual Fund

FAPLX Mutual Fund

NAV$14.38
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Returns Overview

1 Month
-1.80%
3 Months
+5.38%
6 Months
+5.00%
YTD
+5.99%
1 Year
+14.82%
3 Years (annualized)
+9.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAPLX 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 World Healthcare Index(MSCIWHCI)
This Mutual Fund (YTD)
+5.99%
Peer Avg (YTD)
+9.54%
vs Peers
-3.55%

FAPLX Mutual Fund Performance

FAPLX performance across multiple time periods: 1-month -1.80%, YTD 5.99%, 1-year 14.82%, 3-year 9.71%.

FAPLX returns trail the peer average of 9.54% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

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