FPEAX Mutual Fund

FPEAX Mutual Fund

NAV$19.06
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Returns Overview

1 Month
-3.09%
3 Months
-3.97%
6 Months
-3.24%
YTD
-6.00%
1 Year
-5.39%
3 Years (annualized)
+3.14%
5 Years (annualized)
-2.81%
10 Years (annualized)
-0.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FPEAX 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
Blended Index(BI)
This Mutual Fund (YTD)
-6.00%
Peer Avg (YTD)
+0.33%
vs Peers
-6.32%

FPEAX Mutual Fund Performance

FPEAX performance across multiple time periods: 1-month -3.09%, YTD -6.00%, 1-year -5.39%, 3-year 3.14%, 5-year -2.81%, 10-year -0.94%.

FPEAX returns trail the peer average of 0.33% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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