FPPUX Mutual Fund

FPPUX Mutual Fund

NAV$12.04
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Returns Overview

1 Month
+1.00%
3 Months
+4.04%
6 Months
+4.65%
YTD
+4.47%
1 Year
+10.95%
3 Years (annualized)
+4.12%
5 Years (annualized)
+4.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FPPUX 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
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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)
+4.47%
Peer Avg (YTD)
+2.38%
vs Peers
+2.09%

FPPUX Mutual Fund Performance

FPPUX performance across multiple time periods: 1-month 1.00%, YTD 4.47%, 1-year 10.95%, 3-year 4.12%, 5-year 4.75%.

FPPUX returns outperform the peer average of 2.38% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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