FOCKX Mutual Fund

FOCKX Mutual Fund

NAV$28.90
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Returns Overview

1 Month
+18.64%
3 Months
+16.97%
6 Months
+55.52%
YTD
+48.73%
1 Year
+63.10%
3 Years (annualized)
+33.97%
5 Years (annualized)
+19.55%
10 Years (annualized)
-1.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FOCKX 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
Nasdaq Composite Index(CCMP)
This Mutual Fund (YTD)
+48.73%
Peer Avg (YTD)
+8.68%
vs Peers
+40.04%

FOCKX Mutual Fund Performance

FOCKX performance across multiple time periods: 1-month 18.64%, YTD 48.73%, 1-year 63.10%, 3-year 33.97%, 5-year 19.55%, 10-year -1.18%.

FOCKX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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