WOOPX Mutual Fund

NAV$18.26

Returns Overview

1 Month
+3.98%
3 Months
+14.57%
6 Months
+11.98%
YTD
+11.38%
1 Year
+10.90%
3 Years (annualized)
+8.10%
5 Years (annualized)
+3.88%
10 Years (annualized)
+7.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WOOPX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+11.38%
Peer Avg (YTD)
+10.82%
vs Peers
+0.57%

WOOPX Mutual Fund Performance

WOOPX performance across multiple time periods: 1-month 3.98%, YTD 11.38%, 1-year 10.90%, 3-year 8.10%, 5-year 3.88%, 10-year 7.76%.

WOOPX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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