POPFX Mutual Fund

POPFX Mutual Fund

NAV$17.76
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Returns Overview

1 Month
+3.66%
3 Months
+0.17%
6 Months
+5.29%
YTD
+6.74%
1 Year
-1.12%
3 Years (annualized)
+8.74%
5 Years (annualized)
+10.07%
10 Years (annualized)
+9.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would POPFX 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
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📉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 Value Total Return(^RUJTR)
This Mutual Fund (YTD)
+6.74%
Peer Avg (YTD)
+9.15%
vs Peers
-2.41%

POPFX Mutual Fund Performance

POPFX performance across multiple time periods: 1-month 3.66%, YTD 6.74%, 1-year -1.12%, 3-year 8.74%, 5-year 10.07%, 10-year 9.66%.

POPFX returns trail the peer average of 9.15% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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