BOPCX Mutual Fund

BOPCX Mutual Fund

NAV$12.45
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Returns Overview

1 Month
-3.26%
3 Months
-0.08%
6 Months
+4.17%
YTD
+7.14%
1 Year
+9.42%
3 Years (annualized)
+19.11%
5 Years (annualized)
+7.91%
10 Years (annualized)
+11.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BOPCX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+7.14%
Peer Avg (YTD)
+17.72%
vs Peers
-10.57%

BOPCX Mutual Fund Performance

BOPCX performance across multiple time periods: 1-month -3.26%, YTD 7.14%, 1-year 9.42%, 3-year 19.11%, 5-year 7.91%, 10-year 11.43%.

BOPCX returns trail the peer average of 17.72% YTD. With an expense ratio of 1.86%, investors should weigh costs against performance when evaluating this mutual fund.

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