FPPAX Mutual Fund

FPPAX Mutual Fund

NAV$12.03
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Returns Overview

1 Month
+1.00%
3 Months
+3.88%
6 Months
+4.58%
YTD
+4.38%
1 Year
+10.60%
3 Years (annualized)
+3.84%
5 Years (annualized)
+4.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FPPAX 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
MSCI World Index Net Dividend
This Mutual Fund (YTD)
+4.38%
Peer Avg (YTD)
+2.38%
vs Peers
+2.00%

FPPAX Mutual Fund Performance

FPPAX performance across multiple time periods: 1-month 1.00%, YTD 4.38%, 1-year 10.60%, 3-year 3.84%, 5-year 4.48%.

FPPAX returns outperform the peer average of 2.38% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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