Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FPNRX (FPA New Income – Investor) | 0.12% | 4.24% | NA | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 05/31/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FPNRX (FPA New Income – Investor) | 05/31/2024 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.24 | NA | NA | NA | NA | NA | … | … | 0.12 | 7.23 | 3.49 |
| Sharpe Ratio | NA | 0.56 | NA | NA | NA | NA | NA | … | … | -1.13 | 1.61 | 0.89 |
| Standard Deviation(%) | NA | 2.31 | NA | NA | NA | NA | NA | … | … | 2.38 | 2.71 | 2.92 |
| Draw Down(%) | NA | 1.57 | NA | NA | NA | NA | NA | … | … | 1.57 | 1.40 | 1.86 |
| Yield(%) | 0.00 | 4.12 | 2.80 | 1.68 | 0.84 | 0.56 | 0.42 | … | … | 1.71 | 3.95 | 2.65 |
Data as of 06/10/2026, Common starting date is 05/31/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FPNRX (FPA New Income – Investor) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FPNRX (FPA New Income – Investor) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart