FPACX Mutual Fund

FPACX Mutual Fund

NAV$47.10
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Returns Overview

1 Month
+2.41%
3 Months
+4.28%
6 Months
+5.30%
YTD
+8.01%
1 Year
+16.38%
3 Years (annualized)
+14.46%
5 Years (annualized)
+9.94%
10 Years (annualized)
+10.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FPACX 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)
+8.01%
Peer Avg (YTD)
+6.57%
vs Peers
+1.44%

FPACX Mutual Fund Performance

FPACX performance across multiple time periods: 1-month 2.41%, YTD 8.01%, 1-year 16.38%, 3-year 14.46%, 5-year 9.94%, 10-year 10.32%.

FPACX returns outperform the peer average of 6.57% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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