MOPIX Mutual Fund

MOPIX Mutual Fund

NAV$37.61
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Returns Overview

1 Month
+0.63%
3 Months
+0.58%
6 Months
+19.16%
YTD
+25.64%
1 Year
+34.72%
3 Years (annualized)
+21.21%
5 Years (annualized)
+13.73%
10 Years (annualized)
+11.96%

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
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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)
+25.64%
Peer Avg (YTD)
+15.20%
vs Peers
+10.45%

MOPIX Mutual Fund Performance

MOPIX performance across multiple time periods: 1-month 0.63%, YTD 25.64%, 1-year 34.72%, 3-year 21.21%, 5-year 13.73%, 10-year 11.96%.

MOPIX returns outperform the peer average of 15.20% 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.