OPCAX Mutual Fund

NAV$7.85

Returns Overview

1 Month
+1.23%
3 Months
+3.65%
6 Months
+3.41%
YTD
+3.41%
1 Year
+8.65%
3 Years (annualized)
+4.04%
5 Years (annualized)
+0.76%
10 Years (annualized)
+3.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OPCAX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
US Consumer Price Index
This Mutual Fund (YTD)
+3.41%
Peer Avg (YTD)
+1.98%
vs Peers
+1.43%

OPCAX Mutual Fund Performance

OPCAX performance across multiple time periods: 1-month 1.23%, YTD 3.41%, 1-year 8.65%, 3-year 4.04%, 5-year 0.76%, 10-year 3.01%.

OPCAX returns outperform the peer average of 1.98% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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