FPEAX Mutual Fund

NAV$19.84

Returns Overview

1 Month
-0.55%
3 Months
+1.65%
6 Months
+0.20%
YTD
+0.05%
1 Year
+6.21%
3 Years (annualized)
+9.10%
5 Years (annualized)
+2.37%
10 Years (annualized)
+4.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FPEAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Blended Index(BI)
This Mutual Fund (YTD)
+0.05%
Peer Avg (YTD)
+2.03%
vs Peers
-1.98%

FPEAX Mutual Fund Performance

FPEAX performance across multiple time periods: 1-month -0.55%, YTD 0.05%, 1-year 6.21%, 3-year 9.10%, 5-year 2.37%, 10-year 4.56%.

FPEAX returns trail the peer average of 2.03% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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