QOPIX Mutual Fund

NAV$26.02
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Returns Overview

1 Month
+0.93%
3 Months
-0.42%
6 Months
+1.05%
YTD
+0.66%
1 Year
+4.76%
3 Years (annualized)
+2.26%
5 Years (annualized)
-0.08%
10 Years (annualized)
+1.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QOPIX 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

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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)
+0.66%
Peer Avg (YTD)
+3.47%
vs Peers
-2.81%

QOPIX Mutual Fund Performance

QOPIX performance across multiple time periods: 1-month 0.93%, YTD 0.66%, 1-year 4.76%, 3-year 2.26%, 5-year -0.08%, 10-year 1.04%.

QOPIX returns trail the peer average of 3.47% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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