FAPCX Mutual Fund

NAV$18.22

Returns Overview

1 Month
-5.79%
3 Months
-0.05%
6 Months
-2.88%
YTD
+2.82%
1 Year
+20.39%
3 Years (annualized)
+18.72%
5 Years (annualized)
+9.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAPCX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+2.82%
Peer Avg (YTD)
+8.97%
vs Peers
-6.15%

FAPCX Mutual Fund Performance

FAPCX performance across multiple time periods: 1-month -5.79%, YTD 2.82%, 1-year 20.39%, 3-year 18.72%, 5-year 9.19%.

FAPCX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

FAPCX performance comparison shows side-by-side returns with another fund. FAPCX alternatives are available in the Mutual Fund Screener.