FPNTX Mutual Fund

FPNTX Mutual Fund

NAV$9.94
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Returns Overview

1 Month
+3.69%
3 Months
-2.09%
6 Months
-2.99%
YTD
-1.98%
1 Year
-1.52%
3 Years (annualized)
+4.28%
5 Years (annualized)
-0.31%
10 Years (annualized)
+1.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FPNTX 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 Pennsylvania Index(^SAPIPA:SP)
This Mutual Fund (YTD)
-1.98%
Peer Avg (YTD)
-0.87%
vs Peers
-1.12%

FPNTX Mutual Fund Performance

FPNTX performance across multiple time periods: 1-month 3.69%, YTD -1.98%, 1-year -1.52%, 3-year 4.28%, 5-year -0.31%, 10-year 1.52%.

FPNTX returns trail the peer average of -0.87% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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