BOPAX Mutual Fund

NAV$26.10

Returns Overview

1 Month
-1.31%
3 Months
+19.15%
6 Months
+8.55%
YTD
+8.12%
1 Year
+19.41%
3 Years (annualized)
+22.81%
5 Years (annualized)
+17.18%
10 Years (annualized)
+18.55%

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
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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+8.12%
Peer Avg (YTD)
+9.51%
vs Peers
-1.38%

BOPAX Mutual Fund Performance

BOPAX performance across multiple time periods: 1-month -1.31%, YTD 8.12%, 1-year 19.41%, 3-year 22.81%, 5-year 17.18%, 10-year 18.55%.

BOPAX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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