FRPTX Mutual Fund

FRPTX Mutual Fund

NAV$8.62
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Returns Overview

1 Month
+3.40%
3 Months
-2.59%
6 Months
-3.19%
YTD
-2.39%
1 Year
-2.04%
3 Years (annualized)
+3.91%
5 Years (annualized)
-0.91%
10 Years (annualized)
+0.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRPTX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-2.39%
Peer Avg (YTD)
-0.87%
vs Peers
-1.52%

FRPTX Mutual Fund Performance

FRPTX performance across multiple time periods: 1-month 3.40%, YTD -2.39%, 1-year -2.04%, 3-year 3.91%, 5-year -0.91%, 10-year 0.46%.

FRPTX returns trail the peer average of -0.87% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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