FPERX Mutual Fund

FPERX Mutual Fund

NAV$18.96
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Returns Overview

1 Month
-3.11%
3 Months
-3.16%
6 Months
-1.18%
YTD
-2.75%
1 Year
-0.95%
3 Years (annualized)
+8.28%
5 Years (annualized)
+1.95%
10 Years (annualized)
+3.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FPERX 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)
-2.75%
Peer Avg (YTD)
+0.33%
vs Peers
-3.08%

FPERX Mutual Fund Performance

FPERX performance across multiple time periods: 1-month -3.11%, YTD -2.75%, 1-year -0.95%, 3-year 8.28%, 5-year 1.95%, 10-year 3.91%.

FPERX returns trail the peer average of 0.33% YTD. With an expense ratio of 1.65%, investors should weigh costs against performance when evaluating this mutual fund.

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