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Fpa Funds Trust, Fpa Crescent Portfolio Institutional Class: (MF: FPACX)

(NASDAQ Mutual Funds) As of Sep 19, 2024 08:00 PM ET

$42.04 USD

+0.55 (1.33%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Aug 31, 2024

Total Return %* Percentile Rank Objective
YTD 11.34 46
3 months 3.17 96
6 months 8.29 40
1 Year 17.51 44
3 Year 6.50 2
5 Year 11.02 4
10 Year 8.01 20

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 95.51
Bear Market (10/07 - 2/09) -25.45
Bull Market (2/09 - 3/21) 362.93

Load Adjusted Returns as of Aug 31, 2024

1 Year 16.35
5 Year 9.96
10 Year 7.81
Since Inception 9.95

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 5.92 2.67 NA NA
2023 5.75 6.29 -0.48 7.51
2022 -3.08 -9.31 -4.71 8.42
2021 9.75 3.25 -0.25 1.87
2020 -20.51 15.00 3.80 18.15
2019 10.80 3.34 -0.81 5.69