OPATX Mutual Fund

NAV$9.92

Returns Overview

1 Month
+0.98%
3 Months
+3.08%
6 Months
+2.81%
YTD
+2.81%
1 Year
+7.28%
3 Years (annualized)
+3.68%
5 Years (annualized)
+0.73%
10 Years (annualized)
+3.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OPATX 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
US Consumer Price Index
This Mutual Fund (YTD)
+2.81%
Peer Avg (YTD)
+1.79%
vs Peers
+1.02%

OPATX Mutual Fund Performance

OPATX performance across multiple time periods: 1-month 0.98%, YTD 2.81%, 1-year 7.28%, 3-year 3.68%, 5-year 0.73%, 10-year 3.26%.

OPATX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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