FPPBX Mutual Fund

FPPBX Mutual Fund

NAV$21.53
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Returns Overview

1 Month
-0.61%
3 Months
+2.44%
6 Months
+4.74%
YTD
+6.78%
1 Year
+15.14%
3 Years (annualized)
+13.57%
5 Years (annualized)
+7.67%
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)
+6.78%
Peer Avg (YTD)
+5.54%
vs Peers
+1.24%

FPPBX Mutual Fund Performance

FPPBX performance across multiple time periods: 1-month -0.61%, YTD 6.78%, 1-year 15.14%, 3-year 13.57%, 5-year 7.67%, 10-year 9.21%.

FPPBX returns outperform the peer average of 5.54% 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.