FOCPX Mutual Fund

NAV$30.24

Returns Overview

1 Month
+1.87%
3 Months
+32.96%
6 Months
+27.92%
YTD
+27.09%
1 Year
+51.72%
3 Years (annualized)
+32.22%
5 Years (annualized)
+17.21%
10 Years (annualized)
+22.66%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Nasdaq Composite Index(CCMP)
This Mutual Fund (YTD)
+27.09%
Peer Avg (YTD)
+8.97%
vs Peers
+18.12%

FOCPX Mutual Fund Performance

FOCPX performance across multiple time periods: 1-month 1.87%, YTD 27.09%, 1-year 51.72%, 3-year 32.22%, 5-year 17.21%, 10-year 22.66%.

FOCPX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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