OPAYX Mutual Fund

OPAYX Mutual Fund

NAV$9.59
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Returns Overview

1 Month
+2.93%
3 Months
-3.03%
6 Months
-3.61%
YTD
-2.35%
1 Year
-2.08%
3 Years (annualized)
+4.48%
5 Years (annualized)
+0.07%
10 Years (annualized)
+2.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OPAYX 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)
-2.35%
Peer Avg (YTD)
-0.87%
vs Peers
-1.48%

OPAYX Mutual Fund Performance

OPAYX performance across multiple time periods: 1-month 2.93%, YTD -2.35%, 1-year -2.08%, 3-year 4.48%, 5-year 0.07%, 10-year 2.70%.

OPAYX returns trail the peer average of -0.87% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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