FPPDX Mutual Fund

NAV$11.94

Returns Overview

1 Month
+0.92%
3 Months
+3.74%
6 Months
+4.18%
YTD
+4.33%
1 Year
+9.84%
3 Years (annualized)
+3.09%
5 Years (annualized)
+3.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FPPDX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI World Index Net Dividend
This Mutual Fund (YTD)
+4.33%
Peer Avg (YTD)
+2.38%
vs Peers
+1.95%

FPPDX Mutual Fund Performance

FPPDX performance across multiple time periods: 1-month 0.92%, YTD 4.33%, 1-year 9.84%, 3-year 3.09%, 5-year 3.70%.

FPPDX returns outperform the peer average of 2.38% YTD. With an expense ratio of 1.99%, investors should weigh costs against performance when evaluating this mutual fund.

FPPDX performance comparison shows side-by-side returns with another fund. FPPDX alternatives are available in the Mutual Fund Screener.