FOCPX Mutual Fund

FOCPX Mutual Fund

NAV$25.11
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Returns Overview

1 Month
-8.34%
3 Months
+1.25%
6 Months
-8.37%
YTD
+21.10%
1 Year
+21.21%
3 Years (annualized)
+31.87%
5 Years (annualized)
+14.08%
10 Years (annualized)
+21.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FOCPX 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)
+21.10%
Peer Avg (YTD)
+4.64%
vs Peers
+16.46%

FOCPX Mutual Fund Performance

FOCPX performance across multiple time periods: 1-month -8.34%, YTD 21.10%, 1-year 21.21%, 3-year 31.87%, 5-year 14.08%, 10-year 21.07%.

FOCPX returns outperform the peer average of 4.64% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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