FMPTX Mutual Fund

FMPTX Mutual Fund

NAV$38.01
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Returns Overview

1 Month
+5.54%
3 Months
-0.51%
6 Months
+8.37%
YTD
+23.03%
1 Year
+32.23%
3 Years (annualized)
+24.49%
5 Years (annualized)
+12.46%
10 Years (annualized)
+11.21%

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
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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)
+23.03%
Peer Avg (YTD)
+8.01%
vs Peers
+15.03%

FMPTX Mutual Fund Performance

FMPTX performance across multiple time periods: 1-month 5.54%, YTD 23.03%, 1-year 32.23%, 3-year 24.49%, 5-year 12.46%, 10-year 11.21%.

FMPTX returns outperform the peer average of 8.01% 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.