FOPXX Mutual Fund

FOPXX Mutual Fund

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Returns Overview

1 Month
+0.25%
3 Months
+0.50%
6 Months
+0.76%
YTD
+0.76%
1 Year
+2.51%
3 Years (annualized)
+3.79%
5 Years (annualized)
+2.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FOPXX 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
FTSE 3 Month Treas Bill Local Currency(CFIIMU3L)
This Mutual Fund (YTD)
+0.76%
Peer Avg (YTD)
+1.70%
vs Peers
-0.94%

FOPXX Mutual Fund Performance

FOPXX performance across multiple time periods: 1-month 0.25%, YTD 0.76%, 1-year 2.51%, 3-year 3.79%, 5-year 2.81%.

FOPXX returns trail the peer average of 1.70% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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