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FPA New Income (FPNIX)

10.22 0.00(0.00%) Jul 22

Performance Overview as of Jun 29, 2014Get Performance Overview for:
Performance Overview 
Morningstar Return Rating:1.00
Year-to-Date Return:1.17%
5-Year Average Return:2.13%
Number of Years Up:42
Number of Years Down:2
Best 1 Yr Total Return (2001-12-31):12.33%
Worst 1 Yr Total Return (2013-12-31):0.67%
Best 3-Yr Total Return (N/A):8.67%
Worst 3-Yr Total Return (N/A):1.69%
Load Adjusted Returns 
1-Year:1.47%
3-Year:1.56%
5-Year:2.13%
10-Year:2.99%
Trailing Returns (%) vs. Benchmarks 
ReturnFPNIXCategoryDiffIndex*Diff
Year To Date1.17N/AN/AN/AN/A
1-Month0.10N/AN/AN/AN/A
3-Month0.59N/AN/AN/AN/A
1-Year1.47N/AN/AN/AN/A
3-Year1.56N/AN/AN/AN/A
5-Year2.13N/AN/AN/AN/A
Last Bull Market (Sep 29, 2011 to Apr 29, 2012)0.85N/AN/AN/AN/A
Last Bear Market (Apr 29, 2011 to Sep 29, 2011)0.83N/AN/AN/AN/A
Annual Total Return (%) History () 
YearFPNIXCategoryDiff
2014N/AN/AN/A
2013
 
0.67N/AN/A
2012
 
2.18N/AN/A
2011
 
2.23N/AN/A
2010
 
3.18N/AN/A
2009
 
2.89N/AN/A
2008
 
4.31N/AN/A
2007
 
6.02N/AN/A
2006
 
4.79N/AN/A
2005
 
1.57N/AN/A
2004
 
2.60N/AN/A
2003
 
8.32N/AN/A
2002
 
4.52N/AN/A
2001
 
12.33N/AN/A
2000
 
9.32N/AN/A
1999
 
3.39N/AN/A
1998
 
3.86N/AN/A
1997
 
8.31N/AN/A
1996
 
7.12N/AN/A
1995
 
14.36N/AN/A
1994
 
1.46N/AN/A
1993
 
10.17N/AN/A
1992
 
11.12N/AN/A
1991
 
18.80N/AN/A
1990
 
8.38N/AN/A
1989
 
12.22N/AN/A
1988
 
8.55N/AN/A
1987
 
7.83N/AN/A
1986
 
10.76N/AN/A
1985
 
21.31N/AN/A
1984
 
16.43N/AN/A
1983
 
6.17N/AN/A
1982
 
27.85N/AN/A
1981
 
1.19N/AN/A
1980
 
6.33N/AN/A
1979
 
4.47N/AN/A
1978
 
3.48N/AN/A
1977
 
0.66N/AN/A
1976
 
21.45N/AN/A
1975
 
16.82N/AN/A
1974
 
-4.96N/AN/A
1973
 
-5.07N/AN/A
1972
 
8.97N/AN/A
1971
 
16.98N/AN/A
1970
 
8.53N/AN/A
1969N/AN/AN/A
Past Quarterly Returns (%) for FPNIX 
Q1Q2Q3Q4
20140.580.59N/AN/A
20130.57-0.190.100.19
20120.470.560.940.19
20110.920.650.460.19
20101.190.810.730.41
20091.000.641.090.12
20081.830.091.101.24
20071.380.742.031.75
20060.741.201.661.11
20050.09-0.360.910.92
20040.800.800.360.63
20031.102.482.362.14
20022.932.78-3.001.85
20015.681.763.231.19
20003.01-0.674.422.31
19991.302.140.19-0.27
19981.990.900.720.20
19970.563.162.831.53
19960.831.581.862.68
19953.815.162.122.57
19940.28-0.651.250.58
19934.212.652.260.72
19921.163.883.811.86
19915.402.625.024.59
1990-0.423.29-0.846.25
19892.236.910.612.06
19886.011.240.620.52
19872.980.28-1.115.59
19864.011.751.932.68
19852.298.782.846.03
19840.32-3.1112.176.79
19833.242.77-1.141.22
19822.983.0511.767.79
19810.360.51-7.298.20
1980-5.8217.25-4.530.86
19793.622.132.71-3.89
1978-1.293.244.37-2.71
1977-3.302.840.530.69
19768.843.023.514.64
19757.354.80-0.934.81
19741.15-5.91-6.096.34
1973-3.53-2.182.51-1.87
19721.592.50N/AN/A
19717.17-0.532.477.09
19703.33-9.128.426.59
1969-4.560.92N/AN/A
Rank in Category (by total return) 
PeriodRankFunds in Category% Rank
Year To Date74N/A
1-Month71N/A
3-Month71N/A
6-Month74N/A
1-Year71N/A
3-Year74N/A
5-Year90N/A