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FPA Crescent Fund (FPCSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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41.72+0.14 (+0.34%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.94%
5-year average return0.00%
Number of years up2
Number of years down1
Best 1-yr total return (30 May 2024)20.33%
Worst 1-yr total return (30 May 2024)N/A
Best 3-yr total return20.33%
Worst 3-yr total return8.01%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
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%