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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

Risk Overview

Morningstar Risk Rating★★★
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

Risk Statistics

3 Years
FPPFXCategory Average
5 Years
FPPFXCategory Average
10 Years
FPPFXCategory Average
Alpha
-4.750.03
-1.580.04
-4.190.01
BETA
10.01
1.040.01
1.040.01
Mean Annual Return
0.540.02
0.840.02
0.730.01
R-squared
90.420.89
93.040.87
86.30.87
Standard Deviation
18.790.2
20.460.16
16.820.15
Sharpe Ratio
0.240.01
0.40.01
0.450.01
Treynor Ratio
2.810.21
6.190.21
6.080.15