FPPRX Mutual Fund

FPPRX Mutual Fund

NAV$11.90
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Returns Overview

1 Month
+0.84%
3 Months
+3.67%
6 Months
+4.02%
YTD
+4.25%
1 Year
+9.78%
3 Years (annualized)
+3.04%
5 Years (annualized)
+3.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FPPRX 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
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📉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%

FPPRX Mutual Fund Performance

FPPRX performance across multiple time periods: 1-month 0.84%, YTD 4.25%, 1-year 9.78%, 3-year 3.04%, 5-year 3.69%.

FPPRX 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.

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