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FPA Crescent Supra Institutional (FPCSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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40.77-0.03 (-0.07%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.81%
5-year average return0.00%
Number of years up2
Number of years down1
Best 1-yr total return (27 June 2024)20.33%
Worst 1-yr total return (27 June 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
YTD7.94%11.35%
1-month3.96%0.99%
3-month4.96%5.92%
1-year21.41%32.83%
3-year5.77%11.75%
5-year10.99%11.53%
10-year7.58%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)

YTD15
1-month23
3-month5
1-year10
3-year9
5-year8

Load adjusted returns

1-year21.41%
3-year5.77%
5-year10.99%
10-year7.58%