FOPPX Mutual Fund

FOPPX Mutual Fund

NAV$58.33
See how much of FOPPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.21%
3 Months
+1.79%
6 Months
+6.18%
YTD
+5.27%
1 Year
+6.37%
3 Years (annualized)
+15.75%
5 Years (annualized)
+5.44%
10 Years (annualized)
+13.96%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.27%
Peer Avg (YTD)
+6.23%
vs Peers
-0.96%

FOPPX Mutual Fund Performance

FOPPX performance across multiple time periods: 1-month -5.21%, YTD 5.27%, 1-year 6.37%, 3-year 15.75%, 5-year 5.44%, 10-year 13.96%.

FOPPX returns trail the peer average of 6.23% 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.