MOPCX Mutual Fund

NAV$27.47

Returns Overview

1 Month
-1.26%
3 Months
+11.12%
6 Months
+19.59%
YTD
+26.24%
1 Year
+54.09%
3 Years (annualized)
+22.04%
5 Years (annualized)
+14.23%
10 Years (annualized)
+11.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MOPCX 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)
+26.24%
Peer Avg (YTD)
+18.52%
vs Peers
+7.72%

MOPCX Mutual Fund Performance

MOPCX performance across multiple time periods: 1-month -1.26%, YTD 26.24%, 1-year 54.09%, 3-year 22.04%, 5-year 14.23%, 10-year 11.31%.

MOPCX returns outperform the peer average of 18.52% YTD. With an expense ratio of 2.23%, investors should weigh costs against performance when evaluating this mutual fund.

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