FPXTX Mutual Fund

FPXTX Mutual Fund

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Returns Overview

1 Month
-4.37%
3 Months
-6.21%
6 Months
-4.30%
YTD
-5.15%
1 Year
-3.42%
3 Years (annualized)
+3.32%
5 Years (annualized)
+0.21%
10 Years (annualized)
+1.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FPXTX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Pennsylvania Enhanced Municipal Bond Index
This Mutual Fund (YTD)
-5.15%
Peer Avg (YTD)
-3.84%
vs Peers
-1.31%

FPXTX Mutual Fund Performance

FPXTX performance across multiple time periods: 1-month -4.37%, YTD -5.15%, 1-year -3.42%, 3-year 3.32%, 5-year 0.21%, 10-year 1.72%.

FPXTX returns trail the peer average of -3.84% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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