QOPCX Mutual Fund

QOPCX Mutual Fund

NAV$21.51
See how much of QOPCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.52%
3 Months
+1.61%
6 Months
+0.66%
YTD
+0.61%
1 Year
+5.43%
3 Years (annualized)
+2.30%
5 Years (annualized)
-0.08%
10 Years (annualized)
+0.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QOPCX 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
Bloomberg Global Aggregate Index
This Mutual Fund (YTD)
+0.61%
Peer Avg (YTD)
+2.39%
vs Peers
-1.78%

QOPCX Mutual Fund Performance

QOPCX performance across multiple time periods: 1-month 0.52%, YTD 0.61%, 1-year 5.43%, 3-year 2.30%, 5-year -0.08%, 10-year 0.57%.

QOPCX returns trail the peer average of 2.39% YTD. With an expense ratio of 2.20%, investors should weigh costs against performance when evaluating this mutual fund.

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