OPATX Mutual Fund

OPATX Mutual Fund

NAV$9.58
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Returns Overview

1 Month
+2.82%
3 Months
-3.07%
6 Months
-3.71%
YTD
-2.53%
1 Year
-2.40%
3 Years (annualized)
+4.19%
5 Years (annualized)
-0.17%
10 Years (annualized)
+3.11%

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
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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)
-2.53%
Peer Avg (YTD)
-0.87%
vs Peers
-1.67%

OPATX Mutual Fund Performance

OPATX performance across multiple time periods: 1-month 2.82%, YTD -2.53%, 1-year -2.40%, 3-year 4.19%, 5-year -0.17%, 10-year 3.11%.

OPATX returns trail the peer average of -0.87% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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