FMPAX Mutual Fund

NAV$38.25

Returns Overview

1 Month
+6.19%
3 Months
+20.80%
6 Months
+28.50%
YTD
+26.43%
1 Year
+42.79%
3 Years (annualized)
+23.05%
5 Years (annualized)
+15.91%
10 Years (annualized)
+12.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMPAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+26.43%
Peer Avg (YTD)
+10.82%
vs Peers
+15.61%

FMPAX Mutual Fund Performance

FMPAX performance across multiple time periods: 1-month 6.19%, YTD 26.43%, 1-year 42.79%, 3-year 23.05%, 5-year 15.91%, 10-year 12.00%.

FMPAX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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