BOPCX Mutual Fund

BOPCX Mutual Fund

NAV$13.27
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Returns Overview

1 Month
-0.47%
3 Months
+4.25%
6 Months
+7.95%
YTD
+7.23%
1 Year
+15.90%
3 Years (annualized)
+14.30%
5 Years (annualized)
+7.79%
10 Years (annualized)
+11.10%

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
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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)
+7.23%
Peer Avg (YTD)
+9.41%
vs Peers
-2.18%

BOPCX Mutual Fund Performance

BOPCX performance across multiple time periods: 1-month -0.47%, YTD 7.23%, 1-year 15.90%, 3-year 14.30%, 5-year 7.79%, 10-year 11.10%.

BOPCX returns trail the peer average of 9.41% 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.