MOPAX Mutual Fund

NAV$36.56

Returns Overview

1 Month
-3.41%
3 Months
+11.06%
6 Months
+19.75%
YTD
+26.81%
1 Year
+55.63%
3 Years (annualized)
+23.28%
5 Years (annualized)
+14.52%
10 Years (annualized)
+12.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MOPAX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+26.81%
Peer Avg (YTD)
+18.52%
vs Peers
+8.29%

MOPAX Mutual Fund Performance

MOPAX performance across multiple time periods: 1-month -3.41%, YTD 26.81%, 1-year 55.63%, 3-year 23.28%, 5-year 14.52%, 10-year 12.02%.

MOPAX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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