FAPSX Mutual Fund

FAPSX Mutual Fund

NAV$11.31
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Returns Overview

1 Month
-4.59%
3 Months
-2.26%
6 Months
+3.60%
YTD
+5.18%
1 Year
+9.35%
3 Years (annualized)
+14.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAPSX 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

This Mutual Fund (YTD)
+5.18%
Peer Avg (YTD)
+7.57%
vs Peers
-2.39%

FAPSX Mutual Fund Performance

FAPSX performance across multiple time periods: 1-month -4.59%, YTD 5.18%, 1-year 9.35%, 3-year 14.60%.

FAPSX returns trail the peer average of 7.57% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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