FASPX Mutual Fund

NAV$59.79

Returns Overview

1 Month
+4.39%
3 Months
+18.09%
6 Months
+25.45%
YTD
+23.03%
1 Year
+39.20%
3 Years (annualized)
+17.14%
5 Years (annualized)
+11.21%
10 Years (annualized)
+12.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FASPX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+23.03%
Peer Avg (YTD)
+10.82%
vs Peers
+12.22%

FASPX Mutual Fund Performance

FASPX performance across multiple time periods: 1-month 4.39%, YTD 23.03%, 1-year 39.20%, 3-year 17.14%, 5-year 11.21%, 10-year 12.45%.

FASPX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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