FMPAX Mutual Fund

FMPAX Mutual Fund

NAV$35.95
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Returns Overview

1 Month
+0.54%
3 Months
+7.54%
6 Months
+14.15%
YTD
+26.53%
1 Year
+33.41%
3 Years (annualized)
+21.09%
5 Years (annualized)
+13.10%
10 Years (annualized)
+11.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMPAX 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
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+26.53%
Peer Avg (YTD)
+9.89%
vs Peers
+16.64%

FMPAX Mutual Fund Performance

FMPAX performance across multiple time periods: 1-month 0.54%, YTD 26.53%, 1-year 33.41%, 3-year 21.09%, 5-year 13.10%, 10-year 11.41%.

FMPAX returns outperform the peer average of 9.89% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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