AOPCX Mutual Fund

NAV$38.73

Returns Overview

6 Months
+7.08%
YTD
+6.96%
1 Year
+24.94%
3 Years (annualized)
+16.94%
5 Years (annualized)
+4.94%
10 Years (annualized)
+5.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AOPCX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI All Country World ex USA Net Index
This Mutual Fund (YTD)
+6.96%
Peer Avg (YTD)
+9.16%
vs Peers
-2.20%

AOPCX Mutual Fund Performance

AOPCX performance across multiple time periods: YTD 6.96%, 1-year 24.94%, 3-year 16.94%, 5-year 4.94%, 10-year 5.26%.

AOPCX returns trail the peer average of 9.16% YTD. With an expense ratio of 2.02%, investors should weigh costs against performance when evaluating this mutual fund.

AOPCX performance comparison shows side-by-side returns with another fund. AOPCX alternatives are available in the Mutual Fund Screener.