FOPIX Mutual Fund

FOPIX Mutual Fund

NAV$22.87
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Returns Overview

1 Month
-2.16%
3 Months
+0.04%
6 Months
+8.15%
YTD
+5.82%
1 Year
+7.30%
3 Years (annualized)
+15.46%
5 Years (annualized)
+3.11%
10 Years (annualized)
+8.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FOPIX 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)
+5.82%
Peer Avg (YTD)
+7.86%
vs Peers
-2.05%

FOPIX Mutual Fund Performance

FOPIX performance across multiple time periods: 1-month -2.16%, YTD 5.82%, 1-year 7.30%, 3-year 15.46%, 5-year 3.11%, 10-year 8.88%.

FOPIX returns trail the peer average of 7.86% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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