FPFRX Mutual Fund

NAV$47.30

Returns Overview

1 Month
+0.08%
3 Months
+7.09%
6 Months
+5.42%
YTD
+5.42%
1 Year
+14.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FPFRX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.42%
Peer Avg (YTD)
+6.73%
vs Peers
-1.30%

FPFRX Mutual Fund Performance

FPFRX performance across multiple time periods: 1-month 0.08%, YTD 5.42%, 1-year 14.63%.

FPFRX returns trail the peer average of 6.73% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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