FOCPX Mutual Fund

FOCPX Mutual Fund

NAV$27.00
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Returns Overview

1 Month
-6.47%
3 Months
+4.80%
6 Months
+17.00%
YTD
+18.86%
1 Year
+35.18%
3 Years (annualized)
+27.75%
5 Years (annualized)
+15.11%
10 Years (annualized)
+20.76%

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
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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)
+18.86%
Peer Avg (YTD)
+6.23%
vs Peers
+12.63%

FOCPX Mutual Fund Performance

FOCPX performance across multiple time periods: 1-month -6.47%, YTD 18.86%, 1-year 35.18%, 3-year 27.75%, 5-year 15.11%, 10-year 20.76%.

FOCPX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.73%, 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.