FPECX Mutual Fund

NAV$20.02

Returns Overview

1 Month
-0.54%
3 Months
+1.51%
6 Months
-0.12%
YTD
-0.26%
1 Year
+5.48%
3 Years (annualized)
+8.38%
5 Years (annualized)
+1.60%
10 Years (annualized)
+3.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FPECX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Blended Index(BI)
This Mutual Fund (YTD)
-0.26%
Peer Avg (YTD)
+2.03%
vs Peers
-2.30%

FPECX Mutual Fund Performance

FPECX performance across multiple time periods: 1-month -0.54%, YTD -0.26%, 1-year 5.48%, 3-year 8.38%, 5-year 1.60%, 10-year 3.71%.

FPECX returns trail the peer average of 2.03% YTD. With an expense ratio of 2.15%, investors should weigh costs against performance when evaluating this mutual fund.

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