JOPPX Mutual Fund

JOPPX Mutual Fund

NAV$60.62
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Returns Overview

1 Month
+5.20%
3 Months
+2.62%
6 Months
+9.76%
YTD
+14.76%
1 Year
+19.28%
3 Years (annualized)
+14.59%
5 Years (annualized)
+6.48%
10 Years (annualized)
+10.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JOPPX 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
Russell 2500 Total Return Index(RTTI)
This Mutual Fund (YTD)
+14.76%
Peer Avg (YTD)
+8.01%
vs Peers
+6.75%

JOPPX Mutual Fund Performance

JOPPX performance across multiple time periods: 1-month 5.20%, YTD 14.76%, 1-year 19.28%, 3-year 14.59%, 5-year 6.48%, 10-year 10.30%.

JOPPX returns outperform the peer average of 8.01% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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