FPA ETF

FPA ETF
$46.33
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Returns Overview

1 Month
-2.39%
3 Months
-5.62%
6 Months
+16.96%
YTD
+33.44%
1 Year
+38.68%
3 Years (annualized)
+28.26%
5 Years (annualized)
+12.22%
10 Years (annualized)
+9.21%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would FPA 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
NASDAQ Alpha DEX Asia Pacific Ex-Japan Index(NQDXAXJ)
This ETF (YTD)
+33.44%
Peer Avg (YTD)
+23.11%
vs Peers
+10.32%

FPA ETF Performance

FPA performance across multiple time periods: 1-month -2.39%, YTD 33.44%, 1-year 38.68%, 3-year 28.26%, 5-year 12.22%, 10-year 9.21%.

FPA returns outperform the peer average of 23.11% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this ETF.

FPA vs another fund shows side-by-side returns. FPA alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-2.39%N/A
3 Months-5.62%N/A
6 Months+16.96%N/A
1 Year+38.68%N/A
3 Years+28.26%N/A
5 Years+12.22%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized