FPEFX Mutual Fund

FPEFX Mutual Fund

NAV$19.58
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Returns Overview

1 Month
-0.10%
3 Months
-0.30%
6 Months
-0.19%
YTD
+0.34%
1 Year
+5.00%
3 Years (annualized)
+8.75%
5 Years (annualized)
+2.50%
10 Years (annualized)
+4.57%

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
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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)
+0.34%
Peer Avg (YTD)
+2.62%
vs Peers
-2.28%

FPEFX Mutual Fund Performance

FPEFX performance across multiple time periods: 1-month -0.10%, YTD 0.34%, 1-year 5.00%, 3-year 8.75%, 5-year 2.50%, 10-year 4.57%.

FPEFX returns trail the peer average of 2.62% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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