WOOPX Mutual Fund

WOOPX Mutual Fund

NAV$17.60
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Returns Overview

1 Month
-2.82%
3 Months
+2.87%
6 Months
+4.70%
YTD
+8.24%
1 Year
+6.77%
3 Years (annualized)
+6.04%
5 Years (annualized)
+2.73%
10 Years (annualized)
+6.97%

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)
+8.24%
Peer Avg (YTD)
+9.54%
vs Peers
-1.30%

WOOPX Mutual Fund Performance

WOOPX performance across multiple time periods: 1-month -2.82%, YTD 8.24%, 1-year 6.77%, 3-year 6.04%, 5-year 2.73%, 10-year 6.97%.

WOOPX returns trail the peer average of 9.54% 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.