BOPCX Mutual Fund

BOPCX Mutual Fund

NAV$13.53
See how much of BOPCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+4.00%
3 Months
+2.08%
6 Months
+17.75%
YTD
+11.51%
1 Year
+19.38%
3 Years (annualized)
+16.54%
5 Years (annualized)
+8.25%
10 Years (annualized)
+11.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BOPCX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+11.51%
Peer Avg (YTD)
+11.21%
vs Peers
+0.30%

BOPCX Mutual Fund Performance

BOPCX performance across multiple time periods: 1-month 4.00%, YTD 11.51%, 1-year 19.38%, 3-year 16.54%, 5-year 8.25%, 10-year 11.74%.

BOPCX returns outperform the peer average of 11.21% YTD. With an expense ratio of 1.86%, investors should weigh costs against performance when evaluating this mutual fund.

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