FPECX Mutual Fund

FPECX Mutual Fund

NAV$19.24
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Returns Overview

1 Month
-3.11%
3 Months
-3.98%
6 Months
-3.26%
YTD
-5.99%
1 Year
-5.35%
3 Years (annualized)
+3.19%
5 Years (annualized)
-2.75%
10 Years (annualized)
-0.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FPECX 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)
-5.99%
Peer Avg (YTD)
+0.33%
vs Peers
-6.32%

FPECX Mutual Fund Performance

FPECX performance across multiple time periods: 1-month -3.11%, YTD -5.99%, 1-year -5.35%, 3-year 3.19%, 5-year -2.75%, 10-year -0.87%.

FPECX returns trail the peer average of 0.33% YTD. With an expense ratio of 2.15%, investors should weigh costs against performance when evaluating this mutual fund.

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