GOPCX Mutual Fund

NAV$23.02

Returns Overview

3 Months
+8.89%
6 Months
+10.94%
YTD
+17.39%
1 Year
+5.94%
3 Years (annualized)
-0.68%
5 Years (annualized)
-3.95%
10 Years (annualized)
+4.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GOPCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI China A Onshore Index(MSCICAOI)
This Mutual Fund (YTD)
+17.39%
Peer Avg (YTD)
+33.34%
vs Peers
-15.95%

GOPCX Mutual Fund Performance

GOPCX performance across multiple time periods: YTD 17.39%, 1-year 5.94%, 3-year -0.68%, 5-year -3.95%, 10-year 4.81%.

GOPCX returns trail the peer average of 33.34% YTD. With an expense ratio of 2.02%, investors should weigh costs against performance when evaluating this mutual fund.

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