QOPCX Mutual Fund

NAV$21.41

Returns Overview

1 Month
+0.85%
3 Months
-0.70%
6 Months
+0.47%
YTD
+0.09%
1 Year
+3.53%
3 Years (annualized)
+0.86%
5 Years (annualized)
-1.44%
10 Years (annualized)
-0.25%

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

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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
Bloomberg Global Aggregate Index
This Mutual Fund (YTD)
+0.09%
Peer Avg (YTD)
+3.47%
vs Peers
-3.38%

QOPCX Mutual Fund Performance

QOPCX performance across multiple time periods: 1-month 0.85%, YTD 0.09%, 1-year 3.53%, 3-year 0.86%, 5-year -1.44%, 10-year -0.25%.

QOPCX returns trail the peer average of 3.47% YTD. With an expense ratio of 2.20%, investors should weigh costs against performance when evaluating this mutual fund.

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