BIOPX Mutual Fund

BIOPX Mutual Fund

NAV$61.06
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Returns Overview

1 Month
-9.55%
3 Months
+3.88%
6 Months
+8.24%
YTD
+5.08%
1 Year
+11.69%
3 Years (annualized)
+22.49%
5 Years (annualized)
+8.79%
10 Years (annualized)
+20.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BIOPX 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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.08%
Peer Avg (YTD)
+11.56%
vs Peers
-6.48%

BIOPX Mutual Fund Performance

BIOPX performance across multiple time periods: 1-month -9.55%, YTD 5.08%, 1-year 11.69%, 3-year 22.49%, 5-year 8.79%, 10-year 20.35%.

BIOPX returns trail the peer average of 11.56% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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