FAPHX Mutual Fund

FAPHX Mutual Fund

NAV$14.42
See how much of FAPHX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.10%
3 Months
-1.43%
6 Months
+9.67%
YTD
+4.83%
1 Year
+7.60%
3 Years (annualized)
+11.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAPHX 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
MSCI ACWI (Net)
This Mutual Fund (YTD)
+4.83%
Peer Avg (YTD)
+6.72%
vs Peers
-1.89%

FAPHX Mutual Fund Performance

FAPHX performance across multiple time periods: 1-month -2.10%, YTD 4.83%, 1-year 7.60%, 3-year 11.61%.

FAPHX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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