MOPIX Mutual Fund

MOPIX Mutual Fund

NAV$38.56
See how much of MOPIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.80%
3 Months
+8.91%
6 Months
+19.08%
YTD
+24.85%
1 Year
+46.15%
3 Years (annualized)
+18.60%
5 Years (annualized)
+8.96%
10 Years (annualized)
+8.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MOPIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+24.85%
Peer Avg (YTD)
+15.31%
vs Peers
+9.54%

MOPIX Mutual Fund Performance

MOPIX performance across multiple time periods: 1-month -5.80%, YTD 24.85%, 1-year 46.15%, 3-year 18.60%, 5-year 8.96%, 10-year 8.81%.

MOPIX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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