FPFRX Mutual Fund

FPFRX Mutual Fund

NAV$47.32
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Returns Overview

1 Month
+2.41%
3 Months
+4.26%
6 Months
+5.25%
YTD
+7.97%
1 Year
+16.28%
3 Years (annualized)
+14.37%
5 Years (annualized)
+9.89%
10 Years (annualized)
+10.30%

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.97%
Peer Avg (YTD)
+6.57%
vs Peers
+1.39%

FPFRX Mutual Fund Performance

FPFRX performance across multiple time periods: 1-month 2.41%, YTD 7.97%, 1-year 16.28%, 3-year 14.37%, 5-year 9.89%, 10-year 10.30%.

FPFRX returns outperform the peer average of 6.57% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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