MOPPX Mutual Fund

NAV$10.43

Returns Overview

1 Month
-1.70%
3 Months
-1.24%
6 Months
-3.44%
YTD
-2.17%
1 Year
-0.19%
3 Years (annualized)
-11.34%
5 Years (annualized)
+1.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MOPPX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
-2.17%
Peer Avg (YTD)
+4.07%
vs Peers
-6.24%

MOPPX Mutual Fund Performance

MOPPX performance across multiple time periods: 1-month -1.70%, YTD -2.17%, 1-year -0.19%, 3-year -11.34%, 5-year 1.45%.

MOPPX returns trail the peer average of 4.07% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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