FPPEX Mutual Fund

FPPEX Mutual Fund

NAV$11.89
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Returns Overview

1 Month
+0.92%
3 Months
+3.73%
6 Months
+4.08%
YTD
+4.25%
1 Year
+9.77%
3 Years (annualized)
+3.07%
5 Years (annualized)
+3.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FPPEX 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)
+4.25%
Peer Avg (YTD)
+2.38%
vs Peers
+1.87%

FPPEX Mutual Fund Performance

FPPEX performance across multiple time periods: 1-month 0.92%, YTD 4.25%, 1-year 9.77%, 3-year 3.07%, 5-year 3.70%.

FPPEX 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.

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