FPEAX Mutual Fund

FPEAX Mutual Fund

NAV$19.15
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Returns Overview

1 Month
-0.52%
3 Months
-3.06%
6 Months
-3.38%
YTD
-2.69%
1 Year
-2.08%
3 Years (annualized)
+8.09%
5 Years (annualized)
+1.48%
10 Years (annualized)
+3.65%

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
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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
Blended Index(BI)
This Mutual Fund (YTD)
-2.69%
Peer Avg (YTD)
+0.29%
vs Peers
-2.98%

FPEAX Mutual Fund Performance

FPEAX performance across multiple time periods: 1-month -0.52%, YTD -2.69%, 1-year -2.08%, 3-year 8.09%, 5-year 1.48%, 10-year 3.65%.

FPEAX returns trail the peer average of 0.29% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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