FOPAX Mutual Fund

NAV$23.12

Returns Overview

1 Month
-2.81%
3 Months
+8.07%
6 Months
+5.59%
YTD
+5.64%
1 Year
+9.22%
3 Years (annualized)
+12.75%
5 Years (annualized)
+6.68%
10 Years (annualized)
+10.37%

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
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
MSCI EAFE Small Cap Index(.MIEA000S0NUS)
This Mutual Fund (YTD)
+5.64%
Peer Avg (YTD)
+9.16%
vs Peers
-3.53%

FOPAX Mutual Fund Performance

FOPAX performance across multiple time periods: 1-month -2.81%, YTD 5.64%, 1-year 9.22%, 3-year 12.75%, 5-year 6.68%, 10-year 10.37%.

FOPAX returns trail the peer average of 9.16% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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