FOPTX Mutual Fund

NAV$21.83

Returns Overview

1 Month
-2.86%
3 Months
+7.99%
6 Months
+5.40%
YTD
+5.50%
1 Year
+8.94%
3 Years (annualized)
+12.42%
5 Years (annualized)
+6.43%
10 Years (annualized)
+10.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FOPTX 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

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)
+5.50%
Peer Avg (YTD)
+9.16%
vs Peers
-3.66%

FOPTX Mutual Fund Performance

FOPTX performance across multiple time periods: 1-month -2.86%, YTD 5.50%, 1-year 8.94%, 3-year 12.42%, 5-year 6.43%, 10-year 10.06%.

FOPTX returns trail the peer average of 9.16% YTD. With an expense ratio of 1.51%, investors should weigh costs against performance when evaluating this mutual fund.

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