FPPSX Mutual Fund

NAV$12.01
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Returns Overview

1 Month
+1.00%
3 Months
+3.89%
6 Months
+4.41%
YTD
+4.39%
1 Year
+10.42%
3 Years (annualized)
+3.59%
5 Years (annualized)
+4.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FPPSX 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

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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)
+4.39%
Peer Avg (YTD)
+2.38%
vs Peers
+2.01%

FPPSX Mutual Fund Performance

FPPSX performance across multiple time periods: 1-month 1.00%, YTD 4.39%, 1-year 10.42%, 3-year 3.59%, 5-year 4.22%.

FPPSX returns outperform the peer average of 2.38% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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