QOPIX Mutual Fund

QOPIX Mutual Fund

NAV$26.14
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Returns Overview

1 Month
+0.62%
3 Months
+1.91%
6 Months
+1.24%
YTD
+1.28%
1 Year
+6.69%
3 Years (annualized)
+2.27%
5 Years (annualized)
-0.12%
10 Years (annualized)
+1.15%

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
PROUpgrade to run
📉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
Bloomberg Global Aggregate Index
This Mutual Fund (YTD)
+1.28%
Peer Avg (YTD)
+2.39%
vs Peers
-1.11%

QOPIX Mutual Fund Performance

QOPIX performance across multiple time periods: 1-month 0.62%, YTD 1.28%, 1-year 6.69%, 3-year 2.27%, 5-year -0.12%, 10-year 1.15%.

QOPIX returns trail the peer average of 2.39% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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