OEPSX Mutual Fund

NAV$115.35

Returns Overview

1 Month
-10.56%
3 Months
-6.96%
6 Months
+55.40%
YTD
+47.27%
1 Year
+121.38%
3 Years (annualized)
+11.31%
5 Years (annualized)
+10.96%
10 Years (annualized)
-10.09%

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
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
S&P Total Market Index(^SPTMCDUP:SP)
This Mutual Fund (YTD)
+47.27%
Peer Avg (YTD)
+14.02%
vs Peers
+33.24%

OEPSX Mutual Fund Performance

OEPSX performance across multiple time periods: 1-month -10.56%, YTD 47.27%, 1-year 121.38%, 3-year 11.31%, 5-year 10.96%, 10-year -10.09%.

OEPSX returns outperform the peer average of 14.02% YTD. With an expense ratio of 2.74%, investors should weigh costs against performance when evaluating this mutual fund.

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