FPPBX Mutual Fund

NAV$21.17

Returns Overview

1 Month
+0.32%
3 Months
+9.11%
6 Months
+8.03%
YTD
+7.43%
1 Year
+16.26%
3 Years (annualized)
+14.60%
5 Years (annualized)
+8.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FPPBX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+7.43%
Peer Avg (YTD)
+5.87%
vs Peers
+1.57%

FPPBX Mutual Fund Performance

FPPBX performance across multiple time periods: 1-month 0.32%, YTD 7.43%, 1-year 16.26%, 3-year 14.60%, 5-year 8.00%.

FPPBX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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