WOOPX Mutual Fund

WOOPX Mutual Fund

NAV$17.10
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Returns Overview

1 Month
-0.66%
3 Months
+0.39%
6 Months
+3.60%
YTD
+7.53%
1 Year
+3.58%
3 Years (annualized)
+6.87%
5 Years (annualized)
+2.35%
10 Years (annualized)
+6.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WOOPX 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
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+7.53%
Peer Avg (YTD)
+9.89%
vs Peers
-2.36%

WOOPX Mutual Fund Performance

WOOPX performance across multiple time periods: 1-month -0.66%, YTD 7.53%, 1-year 3.58%, 3-year 6.87%, 5-year 2.35%, 10-year 6.89%.

WOOPX returns trail the peer average of 9.89% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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