FOPTX Mutual Fund

FOPTX Mutual Fund

NAV$22.68
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Returns Overview

1 Month
-0.18%
3 Months
+0.14%
6 Months
+2.18%
YTD
+5.31%
1 Year
+10.89%
3 Years (annualized)
+12.76%
5 Years (annualized)
+3.13%
10 Years (annualized)
+8.33%

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)
+5.31%
Peer Avg (YTD)
+8.67%
vs Peers
-3.35%

FOPTX Mutual Fund Performance

FOPTX performance across multiple time periods: 1-month -0.18%, YTD 5.31%, 1-year 10.89%, 3-year 12.76%, 5-year 3.13%, 10-year 8.33%.

FOPTX returns trail the peer average of 8.67% 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.