MOPBX Mutual Fund

NAV$34.22

Returns Overview

3 Months
+1.91%
6 Months
-0.90%
YTD
+4.68%
1 Year
+2.06%
3 Years (annualized)
+9.43%
5 Years (annualized)
+14.41%
10 Years (annualized)
+11.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MOPBX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.68%
Peer Avg (YTD)
+6.09%
vs Peers
-1.41%

MOPBX Mutual Fund Performance

MOPBX performance across multiple time periods: YTD 4.68%, 1-year 2.06%, 3-year 9.43%, 5-year 14.41%, 10-year 11.07%.

MOPBX returns trail the peer average of 6.09% YTD. With an expense ratio of 1.92%, investors should weigh costs against performance when evaluating this mutual fund.

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