FPFRX
FPA Crescent Fund Investor Class
Mutual fund
$45.86+0.21 (+0.46%)Close Oct 2, 2026
Apr 30, 2024 – Oct 2, 2026, Dividends reinvested
- Final balance
- $13,790
- CAGR
- +14.18%
- Max drawdown
- −10.98%
- Sharpe ratio
- 1.38
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Growth of $10,000
Trailing returns (%)
- 1M
- −2.15%
- 3M
- +0.57%
- 6M
- +8.40%
- YTD
- +6.92%
- 1Y
- +9.86%
- Since 2024
- +14.18%
Metrics
Since 2024| Volatility | 10.02% |
|---|---|
| Sortino ratio | 2.05 |
| Calmar ratio | 1.29 |
| Best year, 2025 | +17.56% |
| Worst year, 2025 | +17.56% |
| Positive years | 1 of 1 |
| Longest drawdown | 3 months |
Worst drawdowns
Since 2024| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −11.0% | Feb 2025 | Apr 2025 | Jun 2025 | 3 months |
| −7.4% | Feb 2026 | Mar 2026 | May 2026 | 3 months |
| −5.3% | Jul 2024 | Aug 2024 | Sep 2024 | 2 months |
| −3.5% | Aug 2026 | Oct 2026 | Not yet | 1 month so far |
| −3.4% | Oct 2025 | Nov 2025 | Nov 2025 | 1 month |
Annual returns
2024 from Apr 30 · 2026 through Oct 2