FOCPX Mutual Fund

FOCPX Mutual Fund

NAV$25.19
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Returns Overview

1 Month
-8.34%
3 Months
-12.56%
6 Months
-8.37%
YTD
+3.93%
1 Year
+4.71%
3 Years (annualized)
+25.59%
5 Years (annualized)
+10.78%
10 Years (annualized)
+19.31%

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)
+3.93%
Peer Avg (YTD)
+5.23%
vs Peers
-1.30%

FOCPX Mutual Fund Performance

FOCPX performance across multiple time periods: 1-month -8.34%, YTD 3.93%, 1-year 4.71%, 3-year 25.59%, 5-year 10.78%, 10-year 19.31%.

FOCPX returns trail the peer average of 5.23% 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.