FPACX
FPA Crescent Fund Institutional Class
Mutual fund
$45.90+0.21 (+0.46%)Close Oct 2, 2026
Jun 2, 1993 – Oct 2, 2026, Dividends reinvested
- Final balance
- $216,101
- CAGR
- +9.66%
- Max drawdown
- −31.60%
- Sharpe ratio
- 0.91
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −2.15%
- 3M
- +0.61%
- 6M
- +8.47%
- YTD
- +6.98%
- 1Y
- +9.97%
- 3Y
- +15.72%
- 5Y
- +9.59%
- 10Y
- +10.00%
- 15Y
- +10.02%
- 20Y
- +8.48%
- 25Y
- +9.63%
- 30Y
- +9.52%
- Since 1993
- +9.66%
Metrics
Since 1993| Volatility | 10.83% |
|---|---|
| Sortino ratio | 1.26 |
| Calmar ratio | 0.31 |
| Best year, 2001 | +36.15% |
| Worst year, 2008 | −20.55% |
| Positive years | 26 of 32 |
| Longest drawdown | 1.8 years |
Worst drawdowns
Since 1993| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −31.6% | Jun 2008 | Nov 2008 | Apr 2010 | 1.8 years |
| −29.5% | Feb 2020 | Mar 2020 | Nov 2020 | 9 months |
| −20.4% | Jul 1999 | Feb 2000 | Jan 2001 | 1.6 years |
| −19.3% | May 1998 | Oct 1998 | May 1999 | 1 year |
| −18.5% | Nov 2021 | Sep 2022 | Jul 2023 | 1.7 years |
Annual returns
1993 from Jun 2 · 2026 through Oct 2