FNPSX Mutual Fund

NAV$40.82

Returns Overview

1 Month
+6.01%
3 Months
+11.99%
6 Months
-5.02%
YTD
-5.46%
1 Year
-0.54%
3 Years (annualized)
+20.77%
5 Years (annualized)
+9.98%
10 Years (annualized)
+13.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FNPSX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-5.46%
Peer Avg (YTD)
+3.47%
vs Peers
-8.94%

FNPSX Mutual Fund Performance

FNPSX performance across multiple time periods: 1-month 6.01%, YTD -5.46%, 1-year -0.54%, 3-year 20.77%, 5-year 9.98%, 10-year 13.75%.

FNPSX returns trail the peer average of 3.47% YTD. With an expense ratio of 2.67%, investors should weigh costs against performance when evaluating this mutual fund.

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