FAPTX Mutual Fund

FAPTX Mutual Fund

NAV$16.44
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Returns Overview

1 Month
+0.78%
3 Months
+0.66%
6 Months
+2.25%
YTD
+5.33%
1 Year
+9.60%
3 Years (annualized)
+11.46%
5 Years (annualized)
+5.38%
10 Years (annualized)
+7.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAPTX 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 ex US Index
This Mutual Fund (YTD)
+5.33%
Peer Avg (YTD)
+8.76%
vs Peers
-3.43%

FAPTX Mutual Fund Performance

FAPTX performance across multiple time periods: 1-month 0.78%, YTD 5.33%, 1-year 9.60%, 3-year 11.46%, 5-year 5.38%, 10-year 7.66%.

FAPTX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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