FPCGX Mutual Fund

NAV$24.79

Returns Overview

1 Month
+3.28%
3 Months
+5.12%
6 Months
+14.68%
YTD
+1.96%
1 Year
+18.39%
3 Years
+18.72%
5 Years
+12.24%
10 Years
+13.20%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would FPCGX 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
Wilshire 5000 Total Market Index(W5000FTR)
This Mutual Fund (YTD)
+1.96%
Peer Avg (YTD)
+1.87%
vs Peers
+0.09%

FPCGX Mutual Fund Performance

FPCGX performance across multiple time periods: 1-month 3.28%, YTD 1.96%, 1-year 18.39%, 3-year 18.72%, 5-year 12.24%, 10-year 13.20%.

FPCGX returns outperform the peer average of 1.87% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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