FRPAX Mutual Fund

FRPAX Mutual Fund

NAV$8.72

Returns Overview

1 Month
+1.08%
3 Months
+3.19%
6 Months
+2.76%
YTD
+2.76%
1 Year
+8.15%
3 Years (annualized)
+3.91%
5 Years (annualized)
+0.44%
10 Years (annualized)
+1.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRPAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+2.76%
Peer Avg (YTD)
+1.79%
vs Peers
+0.98%

FRPAX Mutual Fund Performance

FRPAX performance across multiple time periods: 1-month 1.08%, YTD 2.76%, 1-year 8.15%, 3-year 3.91%, 5-year 0.44%, 10-year 1.48%.

FRPAX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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