FPEIX Mutual Fund

FPEIX Mutual Fund

NAV$19.45
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Returns Overview

1 Month
-0.09%
3 Months
-0.26%
6 Months
+0.03%
YTD
+0.58%
1 Year
+5.38%
3 Years (annualized)
+9.06%
5 Years (annualized)
+2.78%
10 Years (annualized)
+4.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FPEIX 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)
+0.58%
Peer Avg (YTD)
+2.62%
vs Peers
-2.04%

FPEIX Mutual Fund Performance

FPEIX performance across multiple time periods: 1-month -0.09%, YTD 0.58%, 1-year 5.38%, 3-year 9.06%, 5-year 2.78%, 10-year 4.78%.

FPEIX returns trail the peer average of 2.62% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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