MOPCX Mutual Fund

MOPCX Mutual Fund

NAV$26.08
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Returns Overview

1 Month
-3.58%
3 Months
-8.77%
6 Months
+18.47%
YTD
+20.15%
1 Year
+28.23%
3 Years (annualized)
+19.70%
5 Years (annualized)
+13.65%
10 Years (annualized)
+13.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MOPCX 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)
+20.15%
Peer Avg (YTD)
+10.34%
vs Peers
+9.81%

MOPCX Mutual Fund Performance

MOPCX performance across multiple time periods: 1-month -3.58%, YTD 20.15%, 1-year 28.23%, 3-year 19.70%, 5-year 13.65%, 10-year 13.02%.

MOPCX returns outperform the peer average of 10.34% YTD. With an expense ratio of 2.23%, investors should weigh costs against performance when evaluating this mutual fund.

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