FPEFX Mutual Fund

FPEFX Mutual Fund

NAV$19.34
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Returns Overview

1 Month
-2.70%
3 Months
-2.65%
6 Months
-0.61%
YTD
-2.22%
1 Year
-0.26%
3 Years (annualized)
+8.60%
5 Years (annualized)
+2.28%
10 Years (annualized)
+4.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FPEFX 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
Blended Index(BI)
This Mutual Fund (YTD)
-2.22%
Peer Avg (YTD)
+0.33%
vs Peers
-2.55%

FPEFX Mutual Fund Performance

FPEFX performance across multiple time periods: 1-month -2.70%, YTD -2.22%, 1-year -0.26%, 3-year 8.60%, 5-year 2.28%, 10-year 4.28%.

FPEFX returns trail the peer average of 0.33% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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