OPTZ ETF

$46.84

Returns Overview

1 Month
+8.35%
3 Months
+37.36%
6 Months
+38.03%
YTD
+36.92%
1 Year
+61.86%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would OPTZ 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Optimize Strategy Index(OPSTX)
This ETF (YTD)
+36.92%
Peer Avg (YTD)
+9.49%
vs Peers
+27.43%

OPTZ ETF Performance

OPTZ performance across multiple time periods: 1-month 8.35%, YTD 36.92%, 1-year 61.86%.

OPTZ returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this ETF.

OPTZ performance comparison shows side-by-side returns with another fund. OPTZ alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+8.35%N/A
3 Months+37.36%N/A
6 Months+38.03%N/A
1 Year+61.86%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized