FPEFX Mutual Fund

NAV$20.13

Returns Overview

1 Month
-0.15%
3 Months
+2.09%
6 Months
+0.54%
YTD
+0.44%
1 Year
+6.68%
3 Years (annualized)
+9.33%
5 Years (annualized)
+2.45%
10 Years (annualized)
+4.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FPEFX 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)
+0.44%
Peer Avg (YTD)
+2.03%
vs Peers
-1.60%

FPEFX Mutual Fund Performance

FPEFX performance across multiple time periods: 1-month -0.15%, YTD 0.44%, 1-year 6.68%, 3-year 9.33%, 5-year 2.45%, 10-year 4.67%.

FPEFX returns trail the peer average of 2.03% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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