MOPAX Mutual Fund

MOPAX Mutual Fund

NAV$34.84
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Returns Overview

1 Month
-3.49%
3 Months
-8.55%
6 Months
+19.06%
YTD
+21.05%
1 Year
+29.54%
3 Years (annualized)
+20.91%
5 Years (annualized)
+8.81%
10 Years (annualized)
+8.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MOPAX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
+21.05%
Peer Avg (YTD)
+10.34%
vs Peers
+10.70%

MOPAX Mutual Fund Performance

MOPAX performance across multiple time periods: 1-month -3.49%, YTD 21.05%, 1-year 29.54%, 3-year 20.91%, 5-year 8.81%, 10-year 8.56%.

MOPAX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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