FOPAX Mutual Fund

FOPAX Mutual Fund

NAV$22.22
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Returns Overview

1 Month
+2.41%
3 Months
-0.69%
6 Months
+0.92%
YTD
+7.94%
1 Year
+9.42%
3 Years (annualized)
+15.18%
5 Years (annualized)
+2.84%
10 Years (annualized)
+8.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FOPAX 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
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📉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
MSCI EAFE Small Cap Index(.MIEA000S0NUS)
This Mutual Fund (YTD)
+7.94%
Peer Avg (YTD)
+9.98%
vs Peers
-2.04%

FOPAX Mutual Fund Performance

FOPAX performance across multiple time periods: 1-month 2.41%, YTD 7.94%, 1-year 9.42%, 3-year 15.18%, 5-year 2.84%, 10-year 8.77%.

FOPAX returns trail the peer average of 9.98% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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