OEPSX Mutual Fund

OEPSX Mutual Fund

NAV$87.55
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Returns Overview

1 Month
+8.80%
3 Months
+2.51%
6 Months
-20.01%
YTD
+48.09%
1 Year
+57.48%
3 Years (annualized)
+6.26%
5 Years (annualized)
+13.75%
10 Years (annualized)
-11.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OEPSX 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
S&P Total Market Index(^SPTMCDUP:SP)
This Mutual Fund (YTD)
+48.09%
Peer Avg (YTD)
+25.52%
vs Peers
+22.58%

OEPSX Mutual Fund Performance

OEPSX performance across multiple time periods: 1-month 8.80%, YTD 48.09%, 1-year 57.48%, 3-year 6.26%, 5-year 13.75%, 10-year -11.74%.

OEPSX returns outperform the peer average of 25.52% YTD. With an expense ratio of 2.74%, investors should weigh costs against performance when evaluating this mutual fund.

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