FPIOX Mutual Fund

FPIOX Mutual Fund

NAV$8.65
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Returns Overview

1 Month
-2.17%
3 Months
-1.71%
6 Months
+0.67%
YTD
+0.03%
1 Year
+0.96%
3 Years (annualized)
+7.95%
5 Years (annualized)
+3.93%
10 Years (annualized)
+5.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FPIOX 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
ICE BofA US High Yield Constrained Index(ICEBOFAUHYCI)
This Mutual Fund (YTD)
+0.03%
Peer Avg (YTD)
+0.50%
vs Peers
-0.47%

FPIOX Mutual Fund Performance

FPIOX performance across multiple time periods: 1-month -2.17%, YTD 0.03%, 1-year 0.96%, 3-year 7.95%, 5-year 3.93%, 10-year 5.07%.

FPIOX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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