FOPIX Mutual Fund

NAV$23.70

Returns Overview

1 Month
-2.82%
3 Months
+8.10%
6 Months
+5.68%
YTD
+5.77%
1 Year
+9.43%
3 Years (annualized)
+13.03%
5 Years (annualized)
+4.02%
10 Years (annualized)
+9.03%

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
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)
+5.77%
Peer Avg (YTD)
+9.16%
vs Peers
-3.39%

FOPIX Mutual Fund Performance

FOPIX performance across multiple time periods: 1-month -2.82%, YTD 5.77%, 1-year 9.43%, 3-year 13.03%, 5-year 4.02%, 10-year 9.03%.

FOPIX returns trail the peer average of 9.16% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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