FNPIX Mutual Fund

FNPIX Mutual Fund

NAV$47.11
See how much of FNPIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-10.98%
3 Months
-1.61%
6 Months
+10.42%
YTD
-6.55%
1 Year
-4.57%
3 Years (annualized)
+25.29%
5 Years (annualized)
+10.23%
10 Years (annualized)
+14.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FNPIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-6.55%
Peer Avg (YTD)
+5.40%
vs Peers
-11.95%

FNPIX Mutual Fund Performance

FNPIX performance across multiple time periods: 1-month -10.98%, YTD -6.55%, 1-year -4.57%, 3-year 25.29%, 5-year 10.23%, 10-year 14.01%.

FNPIX returns trail the peer average of 5.40% YTD. With an expense ratio of 1.67%, investors should weigh costs against performance when evaluating this mutual fund.

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