FPERX Mutual Fund

NAV$19.70

Returns Overview

1 Month
-0.61%
3 Months
-1.79%
6 Months
-2.86%
YTD
-2.62%
1 Year
+6.00%
3 Years (annualized)
+8.87%
5 Years (annualized)
+2.04%
10 Years (annualized)
+4.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FPERX 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
Blended Index(BI)
This Mutual Fund (YTD)
-2.62%
Peer Avg (YTD)
+2.03%
vs Peers
-4.65%

FPERX Mutual Fund Performance

FPERX performance across multiple time periods: 1-month -0.61%, YTD -2.62%, 1-year 6.00%, 3-year 8.87%, 5-year 2.04%, 10-year 4.25%.

FPERX returns trail the peer average of 2.03% YTD. With an expense ratio of 1.65%, investors should weigh costs against performance when evaluating this mutual fund.

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