MOPCX Mutual Fund

MOPCX Mutual Fund

NAV$28.51
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Returns Overview

1 Month
-5.90%
3 Months
+8.57%
6 Months
+18.33%
YTD
+23.93%
1 Year
+44.29%
3 Years (annualized)
+17.12%
5 Years (annualized)
+7.59%
10 Years (annualized)
+7.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MOPCX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
+23.93%
Peer Avg (YTD)
+15.31%
vs Peers
+8.62%

MOPCX Mutual Fund Performance

MOPCX performance across multiple time periods: 1-month -5.90%, YTD 23.93%, 1-year 44.29%, 3-year 17.12%, 5-year 7.59%, 10-year 7.44%.

MOPCX returns outperform the peer average of 15.31% YTD. With an expense ratio of 2.23%, investors should weigh costs against performance when evaluating this mutual fund.

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