FPMAX Mutual Fund

NAV$10.21

Returns Overview

1 Month
+0.97%
3 Months
+2.95%
6 Months
+4.81%
YTD
+4.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FPMAX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P Municipal Bond Index(^SAPIMAIN:SP)
This Mutual Fund (YTD)
+4.81%
Peer Avg (YTD)
+1.79%
vs Peers
+3.03%

FPMAX Mutual Fund Performance

FPMAX performance across multiple time periods: 1-month 0.97%, YTD 4.81%.

FPMAX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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