FPCGX Mutual Fund

NAV$24.26

Returns Overview

1 Month
-7.79%
3 Months
-2.88%
6 Months
-15.38%
YTD
-3.12%
1 Year
+41.82%
3 Years (annualized)
+20.77%
5 Years (annualized)
+10.88%
10 Years (annualized)
+13.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

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)
-3.12%
Peer Avg (YTD)
+5.27%
vs Peers
-8.39%

FPCGX Mutual Fund Performance

FPCGX performance across multiple time periods: 1-month -7.79%, YTD -3.12%, 1-year 41.82%, 3-year 20.77%, 5-year 10.88%, 10-year 13.00%.

FPCGX returns trail the peer average of 5.27% 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.