FPTPX Mutual Fund

NAV$14.75

Returns Overview

1 Month
+0.25%
3 Months
+5.31%
6 Months
+5.41%
YTD
+5.04%
1 Year
+11.70%
3 Years (annualized)
+11.58%
5 Years (annualized)
+6.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FPTPX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+5.04%
Peer Avg (YTD)
+5.87%
vs Peers
-0.82%

FPTPX Mutual Fund Performance

FPTPX performance across multiple time periods: 1-month 0.25%, YTD 5.04%, 1-year 11.70%, 3-year 11.58%, 5-year 6.64%.

FPTPX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.36%, investors should weigh costs against performance when evaluating this mutual fund.

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