FMPFX Mutual Fund

FMPFX Mutual Fund

NAV$38.31
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Returns Overview

1 Month
-4.56%
3 Months
-12.03%
6 Months
+9.21%
YTD
-0.70%
1 Year
+1.35%
3 Years (annualized)
+13.18%
5 Years (annualized)
+3.57%
10 Years (annualized)
+11.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMPFX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
-0.70%
Peer Avg (YTD)
+10.34%
vs Peers
-11.04%

FMPFX Mutual Fund Performance

FMPFX performance across multiple time periods: 1-month -4.56%, YTD -0.70%, 1-year 1.35%, 3-year 13.18%, 5-year 3.57%, 10-year 11.64%.

FMPFX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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