FAPLX Mutual Fund

NAV$14.35

Returns Overview

1 Month
+2.97%
3 Months
+11.13%
6 Months
+6.24%
YTD
+6.09%
1 Year
+14.48%
3 Years (annualized)
+10.66%

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
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)
+6.09%
Peer Avg (YTD)
+10.82%
vs Peers
-4.73%

FAPLX Mutual Fund Performance

FAPLX performance across multiple time periods: 1-month 2.97%, YTD 6.09%, 1-year 14.48%, 3-year 10.66%.

FAPLX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

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