FOPCX Mutual Fund

FOPCX Mutual Fund

NAV$20.66
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Returns Overview

1 Month
-0.24%
3 Months
-0.05%
6 Months
+1.93%
YTD
+4.99%
1 Year
+10.31%
3 Years (annualized)
+12.19%
5 Years (annualized)
+2.60%
10 Years (annualized)
+7.79%

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
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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)
+4.99%
Peer Avg (YTD)
+8.67%
vs Peers
-3.68%

FOPCX Mutual Fund Performance

FOPCX performance across multiple time periods: 1-month -0.24%, YTD 4.99%, 1-year 10.31%, 3-year 12.19%, 5-year 2.60%, 10-year 7.79%.

FOPCX returns trail the peer average of 8.67% 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.