JOPPX Mutual Fund

NAV$58.15

Returns Overview

1 Month
+2.67%
3 Months
+8.43%
6 Months
+7.17%
YTD
+11.91%
1 Year
+15.39%
3 Years (annualized)
+10.27%
5 Years (annualized)
+6.84%
10 Years (annualized)
+10.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JOPPX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade 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
Russell 2500 Total Return Index(RTTI)
This Mutual Fund (YTD)
+11.91%
Peer Avg (YTD)
+10.82%
vs Peers
+1.10%

JOPPX Mutual Fund Performance

JOPPX performance across multiple time periods: 1-month 2.67%, YTD 11.91%, 1-year 15.39%, 3-year 10.27%, 5-year 6.84%, 10-year 10.01%.

JOPPX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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