OPATX Mutual Fund

OPATX Mutual Fund

NAV$9.78
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Returns Overview

1 Month
-2.19%
3 Months
-0.66%
6 Months
+0.08%
YTD
+0.56%
1 Year
+5.84%
3 Years (annualized)
+2.87%
5 Years (annualized)
+0.32%
10 Years (annualized)
+3.05%

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
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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)
+0.56%
Peer Avg (YTD)
+0.23%
vs Peers
+0.33%

OPATX Mutual Fund Performance

OPATX performance across multiple time periods: 1-month -2.19%, YTD 0.56%, 1-year 5.84%, 3-year 2.87%, 5-year 0.32%, 10-year 3.05%.

OPATX returns outperform the peer average of 0.23% 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.