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

Nasdaq - Nasdaq Verzögerter Preis. Währung in USD
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11,870,00 (0,00%)
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Performance-Überblick

Morningstar-RenditeratingN/A1
Ertrag im lfd. Jahr20,83%
5-Jahres-Durchschnittsrendite10,19%
Anzahl der Jahre aufwärts29
Anzahl der Jahre abwärts9
Beste 1-Jahresrendite (30. Okt. 2023)46,40%
Schlechteste 1-Jahresrendite (30. Okt. 2023)N/A
Beste 3-Jahresrendite46,40%
Schlechteste 3-Jahresrendite-1,08%

Rollierende Erträge (%) im Vergleich mit Benchmarks

Zeiträume von mehr als einem Jahr werden auf das Jahr umgerechnet.
ErtragFPPFXKategorie
YTD20,83%12,38%
1 Monat-0,17%5,09%
3 Monate-3,96%10,28%
1 Jahr19,68%41,70%
3 Jahre5,67%22,56%
5 Jahre10,19%21,98%
10 Jahre7,38%15,99%
Letzte Hausse34,81%25,99%
Letzte Baisse-18,92%-17,29%

Jährliche Gesamtrendite (%) im Verlauf

Jahr
FPPFXKategorie
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%

Vorige vierteljährliche Erträge (%)

JahrQ1Q2Q3Q4
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

Rang in Kategorie (nach Gesamtertrag)

YTD50
1 Monat3
3 Monate4
1 Jahr38
3 Jahre56
5 Jahre66

Berichtigte Erträge

1 Jahr26,08%
3 Jahre4,85%
5 Jahre8,28%
10 Jahre7,55%