FOPPX Mutual Fund

NAV$59.71

Returns Overview

1 Month
+0.43%
3 Months
+20.93%
6 Months
+10.98%
YTD
+11.06%
1 Year
+13.69%
3 Years (annualized)
+19.18%
5 Years (annualized)
+9.27%
10 Years (annualized)
+19.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FOPPX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.06%
Peer Avg (YTD)
+8.97%
vs Peers
+2.09%

FOPPX Mutual Fund Performance

FOPPX performance across multiple time periods: 1-month 0.43%, YTD 11.06%, 1-year 13.69%, 3-year 19.18%, 5-year 9.27%, 10-year 19.93%.

FOPPX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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