FPPBX Mutual Fund

FPPBX Mutual Fund

NAV$21.01
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Returns Overview

1 Month
+1.37%
3 Months
+1.07%
6 Months
+4.23%
YTD
+8.24%
1 Year
+14.38%
3 Years (annualized)
+14.80%
5 Years (annualized)
+7.63%
10 Years (annualized)
+9.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FPPBX 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 ACWI ex US Index
This Mutual Fund (YTD)
+8.24%
Peer Avg (YTD)
+6.28%
vs Peers
+1.96%

FPPBX Mutual Fund Performance

FPPBX performance across multiple time periods: 1-month 1.37%, YTD 8.24%, 1-year 14.38%, 3-year 14.80%, 5-year 7.63%, 10-year 9.21%.

FPPBX returns outperform the peer average of 6.28% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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