BOPAX Mutual Fund

BOPAX Mutual Fund

NAV$24.24
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Returns Overview

1 Month
-3.16%
3 Months
+0.16%
6 Months
+4.59%
YTD
+7.82%
1 Year
+10.32%
3 Years (annualized)
+20.02%
5 Years (annualized)
+8.73%
10 Years (annualized)
+12.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BOPAX 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
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📉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 3000 Index(^RUA)
This Mutual Fund (YTD)
+7.82%
Peer Avg (YTD)
+17.72%
vs Peers
-9.90%

BOPAX Mutual Fund Performance

BOPAX performance across multiple time periods: 1-month -3.16%, YTD 7.82%, 1-year 10.32%, 3-year 20.02%, 5-year 8.73%, 10-year 12.28%.

BOPAX returns trail the peer average of 17.72% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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