OPACX Mutual Fund

OPACX Mutual Fund

NAV$9.80
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Returns Overview

1 Month
-2.25%
3 Months
-0.83%
6 Months
-0.14%
YTD
+0.18%
1 Year
+5.17%
3 Years (annualized)
+2.20%
5 Years (annualized)
-0.51%
10 Years (annualized)
+2.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OPACX 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
US Consumer Price Index
This Mutual Fund (YTD)
+0.18%
Peer Avg (YTD)
+0.23%
vs Peers
-0.05%

OPACX Mutual Fund Performance

OPACX performance across multiple time periods: 1-month -2.25%, YTD 0.18%, 1-year 5.17%, 3-year 2.20%, 5-year -0.51%, 10-year 2.27%.

OPACX returns trail the peer average of 0.23% YTD. With an expense ratio of 1.92%, investors should weigh costs against performance when evaluating this mutual fund.

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