BOPIX Mutual Fund

BOPIX Mutual Fund

NAV$30.11
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Returns Overview

1 Month
-0.64%
3 Months
+3.02%
6 Months
+22.79%
YTD
+11.56%
1 Year
+15.64%
3 Years (annualized)
+17.73%
5 Years (annualized)
+9.34%
10 Years (annualized)
+12.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BOPIX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+11.56%
Peer Avg (YTD)
+9.98%
vs Peers
+1.58%

BOPIX Mutual Fund Performance

BOPIX performance across multiple time periods: 1-month -0.64%, YTD 11.56%, 1-year 15.64%, 3-year 17.73%, 5-year 9.34%, 10-year 12.87%.

BOPIX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

BOPIX vs another fund shows side-by-side returns. BOPIX alternatives are available in the Mutual Fund Screener.