OPACX Mutual Fund

OPACX Mutual Fund

NAV$9.17
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Returns Overview

1 Month
-0.48%
3 Months
-1.82%
6 Months
-2.30%
YTD
-0.30%
1 Year
+4.25%
3 Years (annualized)
+2.56%
5 Years (annualized)
-0.53%
10 Years (annualized)
+2.21%

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
S&P Municipal Bond Pennsylvania 5+ Year Investment Grade Index(^SMBPYIGI)
This Mutual Fund (YTD)
-0.30%
Peer Avg (YTD)
+0.15%
vs Peers
-0.45%

OPACX Mutual Fund Performance

OPACX performance across multiple time periods: 1-month -0.48%, YTD -0.30%, 1-year 4.25%, 3-year 2.56%, 5-year -0.53%, 10-year 2.21%.

OPACX returns trail the peer average of 0.15% 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.