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FPA Funds Trust - FPA U.S. Core Equity Fund (FPPFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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11.870.00 (0.00%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return20.83%
5-Year Average Return10.19%
Number of Years Up29
Number of Years Down9
Best 1 Yr Total Return (Oct 30, 2023)46.40%
Worst 1 Yr Total Return (Oct 30, 2023)N/A
Best 3-Yr Total Return46.40%
Worst 3-Yr Total Return-1.08%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnFPPFXCategory
YTD20.83%12.38%
1-Month-0.17%5.09%
3-Month-3.96%10.28%
1-Year19.68%41.70%
3-Year5.67%22.56%
5-Year10.19%21.98%
10-Year7.38%15.99%
Last Bull Market34.81%25.99%
Last Bear Market-18.92%-17.29%

Annual Total Return (%) History

Year
FPPFXCategory
2023
N/AN/A
2022
-28.65%N/A
2021
22.86%N/A
2020
24.80%35.86%
2019
34.16%31.90%
2018
-9.81%-2.09%
2017
9.52%27.67%
2016
-2.00%3.23%
2015
-3.68%3.60%
2014
16.38%10.00%
2013
30.46%33.92%
2012
14.96%15.34%
2011
-3.78%-2.46%
2010
23.69%15.53%
2009
46.40%35.68%
2008
-37.84%-40.67%
2007
7.10%13.35%
2006
4.06%7.05%
2005
12.81%6.71%
2004
16.25%7.81%
2003
37.89%28.66%
2002
-10.59%-27.64%
2001
22.73%-22.30%
2000
10.16%-13.05%
1999
25.31%38.87%
1998
4.80%34.55%
1997
24.30%26.36%
1996
20.39%19.76%
1995
17.27%32.65%
1994
-0.03%-2.45%
1993
4.64%8.69%
1992
13.07%5.92%
1991
21.69%40.07%
1990
0.96%-3.78%
1989
25.18%27.76%
1988
19.92%12.55%
1987
-1.06%1.56%
1986
10.21%14.05%
1985
20.39%28.64%
1984
N/A-3.94%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202310.54%9.96%-0.42%N/A
2022-12.25%-18.92%-3.73%4.17%
20211.28%12.46%-0.13%8.01%
2020-17.64%24.45%12.08%8.63%
201915.27%4.97%0.00%10.87%
2018-1.92%3.29%6.24%-16.21%
20175.50%1.98%-0.46%2.27%
2016-1.07%-4.86%-0.00%4.12%
20152.71%-2.78%-9.12%6.14%
20145.92%2.04%-4.78%13.08%
201311.61%2.17%6.50%7.43%
201211.72%-8.37%6.21%5.74%
20117.07%-0.72%-22.60%16.95%
20106.33%-8.53%10.20%15.40%
2009-2.10%22.16%15.35%6.13%
2008-8.79%0.10%-4.18%-28.95%
20070.69%10.26%-4.29%0.78%
20066.51%-5.38%-0.79%4.07%
20051.77%0.92%5.70%3.92%
20043.81%3.38%0.55%7.73%
2003-7.25%23.24%9.69%9.98%
20025.92%-8.28%-12.11%4.72%
2001-4.76%21.52%-13.40%22.45%
20007.04%-7.90%2.97%8.52%
1999-9.98%29.16%-4.46%12.80%
19989.32%-0.84%-20.28%21.27%
1997-3.56%16.49%9.96%0.63%
19964.52%4.53%1.12%8.98%
19955.78%4.18%3.85%2.47%
1994-3.62%0.42%2.68%0.60%
19930.93%-0.65%1.58%2.72%
19924.21%0.76%3.63%3.91%
199110.79%0.43%2.82%6.36%
1990-0.71%5.10%-10.72%8.37%
19896.68%8.00%8.22%0.40%
198812.65%4.53%-0.32%2.17%
198711.45%1.19%4.60%-16.13%
19865.91%3.51%-0.82%1.36%
19857.61%3.50%-1.26%9.47%
19849.38%3.74%N/AN/A

Rank In Category (By Total Return)

YTD50
1-Month3
3-Month4
1-Year38
3-Year56
5-Year66

Load Adjusted Returns

1-Year26.08%
3-Year4.85%
5-Year8.28%
10-Year7.55%