FNPIX Mutual Fund

FNPIX Mutual Fund

NAV$51.04
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Returns Overview

1 Month
+6.05%
3 Months
+12.23%
6 Months
-4.58%
YTD
-5.03%
1 Year
+0.46%
3 Years (annualized)
+21.99%
5 Years (annualized)
+10.81%
10 Years (annualized)
+14.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FNPIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-5.03%
Peer Avg (YTD)
+3.47%
vs Peers
-8.50%

FNPIX Mutual Fund Performance

FNPIX performance across multiple time periods: 1-month 6.05%, YTD -5.03%, 1-year 0.46%, 3-year 21.99%, 5-year 10.81%, 10-year 14.76%.

FNPIX returns trail the peer average of 3.47% YTD. With an expense ratio of 1.67%, investors should weigh costs against performance when evaluating this mutual fund.

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