BOPAX Mutual Fund

BOPAX Mutual Fund

NAV$25.96
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Returns Overview

1 Month
-0.44%
3 Months
+4.42%
6 Months
+8.30%
YTD
+7.65%
1 Year
+16.76%
3 Years (annualized)
+15.16%
5 Years (annualized)
+8.60%
10 Years (annualized)
+11.93%

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)
+7.65%
Peer Avg (YTD)
+9.41%
vs Peers
-1.77%

BOPAX Mutual Fund Performance

BOPAX performance across multiple time periods: 1-month -0.44%, YTD 7.65%, 1-year 16.76%, 3-year 15.16%, 5-year 8.60%, 10-year 11.93%.

BOPAX returns trail the peer average of 9.41% 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.