FMPTX Mutual Fund

NAV$37.39

Returns Overview

1 Month
+6.13%
3 Months
+20.69%
6 Months
+28.33%
YTD
+26.29%
1 Year
+42.45%
3 Years (annualized)
+22.75%
5 Years (annualized)
+15.62%
10 Years (annualized)
+12.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMPTX 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)
+26.29%
Peer Avg (YTD)
+10.82%
vs Peers
+15.47%

FMPTX Mutual Fund Performance

FMPTX performance across multiple time periods: 1-month 6.13%, YTD 26.29%, 1-year 42.45%, 3-year 22.75%, 5-year 15.62%, 10-year 12.36%.

FMPTX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.38%, investors should weigh costs against performance when evaluating this mutual fund.

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