QOPYX Mutual Fund

NAV$25.84

Returns Overview

1 Month
+0.94%
3 Months
-0.43%
6 Months
+0.98%
YTD
+0.59%
1 Year
+4.59%
3 Years (annualized)
+2.09%
5 Years (annualized)
-0.24%
10 Years (annualized)
+0.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QOPYX 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)
+0.59%
Peer Avg (YTD)
+3.47%
vs Peers
-2.89%

QOPYX Mutual Fund Performance

QOPYX performance across multiple time periods: 1-month 0.94%, YTD 0.59%, 1-year 4.59%, 3-year 2.09%, 5-year -0.24%, 10-year 0.87%.

QOPYX returns trail the peer average of 3.47% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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