BOPCX Mutual Fund

NAV$13.16

Returns Overview

1 Month
-1.38%
3 Months
+18.81%
6 Months
+8.09%
YTD
+7.73%
1 Year
+18.49%
3 Years (annualized)
+24.52%
5 Years (annualized)
+19.00%
10 Years (annualized)
+19.51%

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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+7.73%
Peer Avg (YTD)
+9.51%
vs Peers
-1.78%

BOPCX Mutual Fund Performance

BOPCX performance across multiple time periods: 1-month -1.38%, YTD 7.73%, 1-year 18.49%, 3-year 24.52%, 5-year 19.00%, 10-year 19.51%.

BOPCX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.86%, investors should weigh costs against performance when evaluating this mutual fund.

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