FPCGX Mutual Fund

FPCGX Mutual Fund

NAV$24.26
See how much of FPCGX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+13.50%
3 Months
+4.03%
6 Months
+9.36%
YTD
+6.07%
1 Year
+41.82%
3 Years (annualized)
+20.77%
5 Years (annualized)
+10.88%
10 Years (annualized)
+13.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FPCGX 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
Wilshire 5000 Total Market Index(W5000FTR)
This Mutual Fund (YTD)
+6.07%
Peer Avg (YTD)
+5.27%
vs Peers
+0.80%

FPCGX Mutual Fund Performance

FPCGX performance across multiple time periods: 1-month 13.50%, YTD 6.07%, 1-year 41.82%, 3-year 20.77%, 5-year 10.88%, 10-year 13.00%.

FPCGX returns outperform the peer average of 5.27% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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