BIOPX Mutual Fund

NAV$60.19

Returns Overview

1 Month
+5.63%
3 Months
+27.01%
6 Months
+15.65%
YTD
+16.17%
1 Year
+27.41%
3 Years (annualized)
+28.21%
5 Years (annualized)
+10.71%
10 Years (annualized)
+22.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BIOPX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+16.17%
Peer Avg (YTD)
+16.06%
vs Peers
+0.10%

BIOPX Mutual Fund Performance

BIOPX performance across multiple time periods: 1-month 5.63%, YTD 16.17%, 1-year 27.41%, 3-year 28.21%, 5-year 10.71%, 10-year 22.18%.

BIOPX returns outperform the peer average of 16.06% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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