OPGIX Mutual Fund

OPGIX Mutual Fund

NAV$54.45
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Returns Overview

1 Month
-0.98%
3 Months
-2.58%
6 Months
-0.65%
YTD
+7.70%
1 Year
+6.32%
3 Years (annualized)
+11.21%
5 Years (annualized)
-6.14%
10 Years (annualized)
+6.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OPGIX 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
MSCI ACWI SMID Cap Index (Net)(MSCI)
This Mutual Fund (YTD)
+7.70%
Peer Avg (YTD)
+7.47%
vs Peers
+0.22%

OPGIX Mutual Fund Performance

OPGIX performance across multiple time periods: 1-month -0.98%, YTD 7.70%, 1-year 6.32%, 3-year 11.21%, 5-year -6.14%, 10-year 6.60%.

OPGIX returns outperform the peer average of 7.47% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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