FOCKX Mutual Fund

FOCKX Mutual Fund

NAV$25.97
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Returns Overview

1 Month
-8.30%
3 Months
+1.26%
6 Months
+6.12%
YTD
+20.41%
1 Year
+21.34%
3 Years (annualized)
+31.98%
5 Years (annualized)
+14.16%
10 Years (annualized)
+21.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FOCKX 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
Nasdaq Composite Index(CCMP)
This Mutual Fund (YTD)
+20.41%
Peer Avg (YTD)
+4.64%
vs Peers
+15.77%

FOCKX Mutual Fund Performance

FOCKX performance across multiple time periods: 1-month -8.30%, YTD 20.41%, 1-year 21.34%, 3-year 31.98%, 5-year 14.16%, 10-year 21.18%.

FOCKX returns outperform the peer average of 4.64% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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