FOPPX Mutual Fund

FOPPX Mutual Fund

NAV$62.20
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Returns Overview

1 Month
+2.53%
3 Months
-2.39%
6 Months
+11.19%
YTD
+7.94%
1 Year
+9.01%
3 Years (annualized)
+16.91%
5 Years (annualized)
+5.15%
10 Years (annualized)
+14.21%

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.94%
Peer Avg (YTD)
+8.51%
vs Peers
-0.57%

FOPPX Mutual Fund Performance

FOPPX performance across multiple time periods: 1-month 2.53%, YTD 7.94%, 1-year 9.01%, 3-year 16.91%, 5-year 5.15%, 10-year 14.21%.

FOPPX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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