MOPIX Mutual Fund

MOPIX Mutual Fund

NAV$36.72
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Returns Overview

1 Month
-3.46%
3 Months
-8.49%
6 Months
+19.21%
YTD
+21.29%
1 Year
+29.87%
3 Years (annualized)
+21.21%
5 Years (annualized)
+13.73%
10 Years (annualized)
+11.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MOPIX 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)
+21.29%
Peer Avg (YTD)
+10.34%
vs Peers
+10.95%

MOPIX Mutual Fund Performance

MOPIX performance across multiple time periods: 1-month -3.46%, YTD 21.29%, 1-year 29.87%, 3-year 21.21%, 5-year 13.73%, 10-year 11.96%.

MOPIX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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