FOPAX Mutual Fund

FOPAX Mutual Fund

NAV$23.06
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Returns Overview

1 Month
-0.22%
3 Months
+0.13%
6 Months
+2.28%
YTD
+5.40%
1 Year
+11.09%
3 Years (annualized)
+13.05%
5 Years (annualized)
+3.38%
10 Years (annualized)
+8.62%

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)
+5.40%
Peer Avg (YTD)
+8.67%
vs Peers
-3.27%

FOPAX Mutual Fund Performance

FOPAX performance across multiple time periods: 1-month -0.22%, YTD 5.40%, 1-year 11.09%, 3-year 13.05%, 5-year 3.38%, 10-year 8.62%.

FOPAX returns trail the peer average of 8.67% 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.