FPECX Mutual Fund

FPECX Mutual Fund

NAV$19.86
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Returns Overview

1 Month
-0.17%
3 Months
-0.51%
6 Months
-0.52%
YTD
+0.09%
1 Year
+4.25%
3 Years (annualized)
+7.89%
5 Years (annualized)
+1.70%
10 Years (annualized)
+3.74%

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
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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)
+0.09%
Peer Avg (YTD)
+2.62%
vs Peers
-2.53%

FPECX Mutual Fund Performance

FPECX performance across multiple time periods: 1-month -0.17%, YTD 0.09%, 1-year 4.25%, 3-year 7.89%, 5-year 1.70%, 10-year 3.74%.

FPECX returns trail the peer average of 2.62% YTD. With an expense ratio of 2.15%, investors should weigh costs against performance when evaluating this mutual fund.

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