MOPAX Mutual Fund

MOPAX Mutual Fund

NAV$33.53
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Returns Overview

1 Month
-1.78%
3 Months
-4.62%
6 Months
+3.81%
YTD
+18.90%
1 Year
+28.24%
3 Years (annualized)
+24.50%
5 Years (annualized)
+7.22%
10 Years (annualized)
+8.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MOPAX 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
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📉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 2000 Index(^RUT)
This Mutual Fund (YTD)
+18.90%
Peer Avg (YTD)
+12.21%
vs Peers
+6.69%

MOPAX Mutual Fund Performance

MOPAX performance across multiple time periods: 1-month -1.78%, YTD 18.90%, 1-year 28.24%, 3-year 24.50%, 5-year 7.22%, 10-year 8.38%.

MOPAX returns outperform the peer average of 12.21% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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