FPEIX Mutual Fund

FPEIX Mutual Fund

NAV$19.31
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Returns Overview

1 Month
-3.10%
3 Months
-3.03%
6 Months
-0.96%
YTD
-2.39%
1 Year
-0.39%
3 Years (annualized)
+8.90%
5 Years (annualized)
+2.54%
10 Years (annualized)
+4.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FPEIX 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)
-2.39%
Peer Avg (YTD)
+0.33%
vs Peers
-2.71%

FPEIX Mutual Fund Performance

FPEIX performance across multiple time periods: 1-month -3.10%, YTD -2.39%, 1-year -0.39%, 3-year 8.90%, 5-year 2.54%, 10-year 4.49%.

FPEIX returns trail the peer average of 0.33% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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