FPNIX Mutual Fund

FPNIX Mutual Fund

NAV$9.71
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Returns Overview

1 Month
-0.10%
3 Months
-0.26%
6 Months
-1.17%
YTD
+0.15%
1 Year
+1.79%
3 Years (annualized)
+5.35%
5 Years (annualized)
+3.21%
10 Years (annualized)
+2.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FPNIX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.15%
Peer Avg (YTD)
+2.15%
vs Peers
-2.00%

FPNIX Mutual Fund Performance

FPNIX performance across multiple time periods: 1-month -0.10%, YTD 0.15%, 1-year 1.79%, 3-year 5.35%, 5-year 3.21%, 10-year 2.83%.

FPNIX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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