OEPSX Mutual Fund

OEPSX Mutual Fund

NAV$127.70
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Returns Overview

1 Month
-1.90%
3 Months
-21.96%
6 Months
+15.69%
YTD
+52.46%
1 Year
+102.46%
3 Years (annualized)
+0.87%
5 Years (annualized)
+15.24%
10 Years (annualized)
-11.65%

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)
+52.46%
Peer Avg (YTD)
+19.98%
vs Peers
+32.48%

OEPSX Mutual Fund Performance

OEPSX performance across multiple time periods: 1-month -1.90%, YTD 52.46%, 1-year 102.46%, 3-year 0.87%, 5-year 15.24%, 10-year -11.65%.

OEPSX returns outperform the peer average of 19.98% 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.