FPMAX Mutual Fund

FPMAX Mutual Fund

NAV$10.13
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Returns Overview

1 Month
-1.35%
3 Months
+0.39%
6 Months
+2.20%
YTD
+3.40%

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
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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 Municipal Bond Index(^SAPIMAIN:SP)
This Mutual Fund (YTD)
+3.40%
Peer Avg (YTD)
+0.23%
vs Peers
+3.16%

FPMAX Mutual Fund Performance

FPMAX performance across multiple time periods: 1-month -1.35%, YTD 3.40%.

FPMAX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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