FAPTX Mutual Fund

FAPTX Mutual Fund

NAV$16.87
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Returns Overview

1 Month
-0.24%
3 Months
+1.58%
6 Months
+3.09%
YTD
+4.51%
1 Year
+10.77%
3 Years (annualized)
+10.36%
5 Years (annualized)
+5.31%
10 Years (annualized)
+7.47%

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)
+4.51%
Peer Avg (YTD)
+6.99%
vs Peers
-2.48%

FAPTX Mutual Fund Performance

FAPTX performance across multiple time periods: 1-month -0.24%, YTD 4.51%, 1-year 10.77%, 3-year 10.36%, 5-year 5.31%, 10-year 7.47%.

FAPTX returns trail the peer average of 6.99% 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.