WOOPX Mutual Fund

WOOPX Mutual Fund

NAV$17.26
See how much of WOOPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-6.56%
3 Months
-9.79%
6 Months
+3.35%
YTD
+0.47%
1 Year
+0.32%
3 Years (annualized)
+6.87%
5 Years (annualized)
+2.35%
10 Years (annualized)
+6.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WOOPX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+0.47%
Peer Avg (YTD)
+6.73%
vs Peers
-6.25%

WOOPX Mutual Fund Performance

WOOPX performance across multiple time periods: 1-month -6.56%, YTD 0.47%, 1-year 0.32%, 3-year 6.87%, 5-year 2.35%, 10-year 6.89%.

WOOPX returns trail the peer average of 6.73% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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