QOPNX Mutual Fund

QOPNX Mutual Fund

NAV$23.58
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Returns Overview

1 Month
+0.90%
3 Months
-0.55%
6 Months
+0.73%
YTD
+0.34%
1 Year
+4.07%
3 Years (annualized)
+1.49%
5 Years (annualized)
-0.83%
10 Years (annualized)
+0.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QOPNX 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)
+0.34%
Peer Avg (YTD)
+3.47%
vs Peers
-3.13%

QOPNX Mutual Fund Performance

QOPNX performance across multiple time periods: 1-month 0.90%, YTD 0.34%, 1-year 4.07%, 3-year 1.49%, 5-year -0.83%, 10-year 0.31%.

QOPNX returns trail the peer average of 3.47% YTD. With an expense ratio of 1.70%, investors should weigh costs against performance when evaluating this mutual fund.

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