FPERX Mutual Fund

FPERX Mutual Fund

NAV$19.19
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Returns Overview

1 Month
-0.13%
3 Months
-0.39%
6 Months
-0.22%
YTD
+0.29%
1 Year
+4.79%
3 Years (annualized)
+8.43%
5 Years (annualized)
+2.18%
10 Years (annualized)
+4.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FPERX 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)
+0.29%
Peer Avg (YTD)
+2.62%
vs Peers
-2.33%

FPERX Mutual Fund Performance

FPERX performance across multiple time periods: 1-month -0.13%, YTD 0.29%, 1-year 4.79%, 3-year 8.43%, 5-year 2.18%, 10-year 4.19%.

FPERX returns trail the peer average of 2.62% YTD. With an expense ratio of 1.65%, investors should weigh costs against performance when evaluating this mutual fund.

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