AOPCX Mutual Fund

AOPCX Mutual Fund

NAV$38.73
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Returns Overview

YTD
+6.96%
1 Year
+26.49%
3 Years (annualized)
+14.96%
5 Years (annualized)
+4.44%
10 Years (annualized)
+5.00%

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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI All Country World ex USA Net Index
This Mutual Fund (YTD)
+6.96%
Peer Avg (YTD)
+8.67%
vs Peers
-1.71%

AOPCX Mutual Fund Performance

AOPCX performance across multiple time periods: YTD 6.96%, 1-year 26.49%, 3-year 14.96%, 5-year 4.44%, 10-year 5.00%.

AOPCX returns trail the peer average of 8.67% YTD. With an expense ratio of 2.02%, investors should weigh costs against performance when evaluating this mutual fund.

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