FMPFX Mutual Fund

NAV$40.94

Returns Overview

1 Month
+4.89%
3 Months
+24.15%
6 Months
+13.94%
YTD
+12.89%
1 Year
+26.05%
3 Years (annualized)
+17.37%
5 Years (annualized)
+8.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMPFX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+12.89%
Peer Avg (YTD)
+18.52%
vs Peers
-5.64%

FMPFX Mutual Fund Performance

FMPFX performance across multiple time periods: 1-month 4.89%, YTD 12.89%, 1-year 26.05%, 3-year 17.37%, 5-year 8.38%.

FMPFX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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