Canada markets open in 2 hours 46 minutes

FPA Crescent Fund (FPCSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
40.92+0.28 (+0.69%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.87%
5-Year Average Return0.00%
Number of Years Up2
Number of Years Down1
Best 1 Yr Total Return (May 5, 2024)20.33%
Worst 1 Yr Total Return (May 5, 2024)N/A
Best 3-Yr Total Return20.33%
Worst 3-Yr Total Return8.01%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnFPCSXCategory
YTD3.83%11.35%
1-Month-2.00%0.99%
3-Month3.40%5.92%
1-Year16.49%32.83%
3-Year4.75%11.75%
5-Year8.75%11.53%
10-Year7.36%8.98%
Last Bull Market16.96%17.67%
Last Bear Market-9.29%-15.71%

Annual Total Return (%) History

Year
FPCSXCategory
2024
N/AN/A
2023
20.33%N/A
2022
-9.14%N/A
2021
15.24%N/A
2020
N/A13.51%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.95%N/AN/AN/A
20235.76%6.31%-0.49%7.54%
2022-3.08%-9.29%-4.71%8.46%
20219.79%3.24%-0.23%1.91%
202018.15%N/AN/AN/A

Rank In Category (By Total Return)

YTD17
1-Month2
3-Month14
1-Year10
3-Year11
5-Year11

Load Adjusted Returns

1-Year16.49%
3-Year4.75%
5-Year8.75%
10-Year7.36%