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FPA Crescent Fund (FPACX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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41.87+0.04 (+0.10%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.28%
5-year average return10.43%
Number of years up25
Number of years down5
Best 1-yr total return (16 Jun 2024)28.37%
Worst 1-yr total return (16 Jun 2024)N/A
Best 3-yr total return28.37%
Worst 3-yr total return4.05%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFPACXCategory
YTD7.92%11.35%
1-month3.97%0.99%
3-month4.96%5.92%
1-year21.35%32.83%
3-year5.71%11.75%
5-year10.94%11.53%
10-year7.56%8.98%
Last bull market16.94%17.67%
Last bear market-9.32%-15.71%

Annual total return (%) history

Year
FPACXCategory
2024
N/AN/A
2023
20.27%N/A
2022
-9.20%N/A
2021
15.17%N/A
2020
12.11%13.51%
2019
20.02%21.35%
2018
-7.43%-7.93%
2017
10.39%15.80%
2016
10.25%7.93%
2015
-2.06%-2.77%
2014
6.64%5.71%
2013
21.95%21.31%
2012
10.33%13.42%
2011
3.02%-3.80%
2010
12.04%13.49%
2009
28.37%29.37%
2008
-20.55%-34.34%
2007
6.84%7.43%
2006
12.43%13.07%
2005
10.83%7.35%
2004
10.21%10.93%
2003
26.15%25.10%
2002
3.71%-14.51%
2001
36.14%-9.67%
2000
3.59%-1.68%
1999
-6.28%20.12%
1998
2.79%10.44%
1997
21.95%18.36%
1996
22.88%18.35%
1995
26.04%27.42%
1994
4.22%-4.27%
1993
N/A13.30%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.93%N/AN/AN/A
20235.76%6.29%-0.49%7.52%
2022-3.08%-9.32%-4.71%8.42%
20219.76%3.26%-0.25%1.87%
2020-20.51%15.00%3.80%18.15%
201910.80%3.33%-0.81%5.69%
2018-0.98%0.32%4.15%-10.52%
20173.37%1.84%1.90%2.90%
2016-0.19%0.39%5.29%4.51%
20150.15%-0.15%-4.73%2.80%
20142.03%2.94%-0.96%2.51%
20137.22%2.95%3.78%6.46%
20126.65%-2.91%4.55%1.91%
20114.44%0.50%-9.73%8.72%
20104.27%-5.91%7.38%6.35%
2009-2.45%14.97%8.76%5.25%
2008-1.19%4.20%-8.05%-16.09%
20072.20%5.60%-0.62%-0.38%
20065.16%0.57%1.49%4.74%
20052.68%1.61%5.32%0.86%
20044.36%1.32%0.44%3.77%
2003-2.24%14.64%4.73%7.48%
20026.52%-0.92%-6.07%4.62%
20018.19%15.04%-4.49%14.52%
2000-3.40%-0.99%6.79%1.42%
1999-1.01%7.83%-9.31%-3.19%
19986.78%0.71%-12.02%8.64%
19973.38%8.24%9.21%-0.21%
19965.32%4.57%4.52%6.75%
19956.45%6.65%8.63%2.21%
19941.48%1.83%0.55%0.30%
19934.85%3.54%N/AN/A

Rank in category (by total return)

YTD15
1-month22
3-month4
1-year10
3-year10
5-year10

Load adjusted returns

1-year21.35%
3-year5.71%
5-year10.94%
10-year7.56%