OPGSX Mutual Fund

OPGSX Mutual Fund

NAV$59.95
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Returns Overview

1 Month
+31.08%
3 Months
+10.61%
6 Months
-13.01%
YTD
+15.75%
1 Year
+55.69%
3 Years (annualized)
+45.78%
5 Years (annualized)
+22.89%
10 Years (annualized)
+16.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OPGSX 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 ex USA Index (Net)
This Mutual Fund (YTD)
+15.75%
Peer Avg (YTD)
+16.13%
vs Peers
-0.38%

OPGSX Mutual Fund Performance

OPGSX performance across multiple time periods: 1-month 31.08%, YTD 15.75%, 1-year 55.69%, 3-year 45.78%, 5-year 22.89%, 10-year 16.34%.

OPGSX returns trail the peer average of 16.13% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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