FTPPX Mutual Fund

NAV$14.89

Returns Overview

1 Month
+0.31%
3 Months
+5.30%
6 Months
+5.39%
YTD
+5.02%
1 Year
+11.65%
3 Years (annualized)
+11.50%
5 Years (annualized)
+6.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTPPX 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)
+5.02%
Peer Avg (YTD)
+5.87%
vs Peers
-0.84%

FTPPX Mutual Fund Performance

FTPPX performance across multiple time periods: 1-month 0.31%, YTD 5.02%, 1-year 11.65%, 3-year 11.50%, 5-year 6.59%.

FTPPX returns trail 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.

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