FOPCX Mutual Fund

FOPCX Mutual Fund

NAV$20.42
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Returns Overview

1 Month
-2.23%
3 Months
-0.19%
6 Months
+7.61%
YTD
+5.04%
1 Year
+6.27%
3 Years (annualized)
+14.32%
5 Years (annualized)
+2.07%
10 Years (annualized)
+7.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FOPCX 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
MSCI EAFE Small Cap Index(.MIEA000S0NUS)
This Mutual Fund (YTD)
+5.04%
Peer Avg (YTD)
+7.86%
vs Peers
-2.83%

FOPCX Mutual Fund Performance

FOPCX performance across multiple time periods: 1-month -2.23%, YTD 5.04%, 1-year 6.27%, 3-year 14.32%, 5-year 2.07%, 10-year 7.95%.

FOPCX returns trail the peer average of 7.86% YTD. With an expense ratio of 2.01%, investors should weigh costs against performance when evaluating this mutual fund.

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