FSPTX Mutual Fund

NAV$54.33

Returns Overview

1 Month
-0.18%
3 Months
+44.64%
6 Months
+38.84%
YTD
+37.35%
1 Year
+59.82%
3 Years (annualized)
+35.84%
5 Years (annualized)
+22.87%
10 Years (annualized)
+50.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSPTX 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

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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 US IMI/Information Technology 25/50
This Mutual Fund (YTD)
+37.35%
Peer Avg (YTD)
+16.06%
vs Peers
+21.29%

FSPTX Mutual Fund Performance

FSPTX performance across multiple time periods: 1-month -0.18%, YTD 37.35%, 1-year 59.82%, 3-year 35.84%, 5-year 22.87%, 10-year 50.06%.

FSPTX returns outperform the peer average of 16.06% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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