BOPAX Mutual Fund

BOPAX Mutual Fund

NAV$26.19
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Returns Overview

1 Month
+4.12%
3 Months
+2.30%
6 Months
+18.29%
YTD
+12.08%
1 Year
+20.31%
3 Years (annualized)
+17.44%
5 Years (annualized)
+9.07%
10 Years (annualized)
+12.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BOPAX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+12.08%
Peer Avg (YTD)
+11.21%
vs Peers
+0.86%

BOPAX Mutual Fund Performance

BOPAX performance across multiple time periods: 1-month 4.12%, YTD 12.08%, 1-year 20.31%, 3-year 17.44%, 5-year 9.07%, 10-year 12.59%.

BOPAX returns outperform the peer average of 11.21% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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