FOPCX Mutual Fund

NAV$20.48

Returns Overview

1 Month
-2.91%
3 Months
+7.82%
6 Months
+5.13%
YTD
+5.24%
1 Year
+8.36%
3 Years (annualized)
+11.81%
5 Years (annualized)
+2.90%
10 Years (annualized)
+8.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FOPCX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI EAFE Small Cap Index(.MIEA000S0NUS)
This Mutual Fund (YTD)
+5.24%
Peer Avg (YTD)
+9.16%
vs Peers
-3.92%

FOPCX Mutual Fund Performance

FOPCX performance across multiple time periods: 1-month -2.91%, YTD 5.24%, 1-year 8.36%, 3-year 11.81%, 5-year 2.90%, 10-year 8.15%.

FOPCX returns trail the peer average of 9.16% YTD. With an expense ratio of 2.01%, investors should weigh costs against performance when evaluating this mutual fund.

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