FMPTX Mutual Fund

FMPTX Mutual Fund

NAV$36.70
See how much of FMPTX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.74%
3 Months
+8.93%
6 Months
+22.33%
YTD
+25.67%
1 Year
+38.42%
3 Years (annualized)
+19.48%
5 Years (annualized)
+13.40%
10 Years (annualized)
+11.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMPTX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+25.67%
Peer Avg (YTD)
+9.54%
vs Peers
+16.13%

FMPTX Mutual Fund Performance

FMPTX performance across multiple time periods: 1-month 0.74%, YTD 25.67%, 1-year 38.42%, 3-year 19.48%, 5-year 13.40%, 10-year 11.08%.

FMPTX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.38%, investors should weigh costs against performance when evaluating this mutual fund.

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