FOPTX Mutual Fund

FOPTX Mutual Fund

NAV$21.79
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Returns Overview

1 Month
-2.22%
3 Months
-0.09%
6 Months
+7.89%
YTD
+5.41%
1 Year
+6.77%
3 Years (annualized)
+14.90%
5 Years (annualized)
+2.59%
10 Years (annualized)
+8.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FOPTX 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
MSCI EAFE Small Cap Index(.MIEA000S0NUS)
This Mutual Fund (YTD)
+5.41%
Peer Avg (YTD)
+7.86%
vs Peers
-2.45%

FOPTX Mutual Fund Performance

FOPTX performance across multiple time periods: 1-month -2.22%, YTD 5.41%, 1-year 6.77%, 3-year 14.90%, 5-year 2.59%, 10-year 8.48%.

FOPTX returns trail the peer average of 7.86% YTD. With an expense ratio of 1.51%, investors should weigh costs against performance when evaluating this mutual fund.

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