FOPCX Mutual Fund

FOPCX Mutual Fund

NAV$20.15
See how much of FOPCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.33%
3 Months
-0.89%
6 Months
+0.57%
YTD
+7.43%
1 Year
+8.64%
3 Years (annualized)
+14.32%
5 Years (annualized)
+2.07%
10 Years (annualized)
+7.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FOPCX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI EAFE Small Cap Index(.MIEA000S0NUS)
This Mutual Fund (YTD)
+7.43%
Peer Avg (YTD)
+9.98%
vs Peers
-2.55%

FOPCX Mutual Fund Performance

FOPCX performance across multiple time periods: 1-month 2.33%, YTD 7.43%, 1-year 8.64%, 3-year 14.32%, 5-year 2.07%, 10-year 7.95%.

FOPCX returns trail the peer average of 9.98% YTD. With an expense ratio of 2.01%, investors should weigh costs against performance when evaluating this mutual fund.

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