FOCPX Mutual Fund

FOCPX Mutual Fund

NAV$27.94
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Returns Overview

1 Month
+4.76%
3 Months
+3.27%
6 Months
+37.31%
YTD
+31.25%
1 Year
+39.34%
3 Years (annualized)
+30.62%
5 Years (annualized)
+15.30%
10 Years (annualized)
+21.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FOCPX 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
Nasdaq Composite Index(CCMP)
This Mutual Fund (YTD)
+31.25%
Peer Avg (YTD)
+8.68%
vs Peers
+22.57%

FOCPX Mutual Fund Performance

FOCPX performance across multiple time periods: 1-month 4.76%, YTD 31.25%, 1-year 39.34%, 3-year 30.62%, 5-year 15.30%, 10-year 21.33%.

FOCPX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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