OPGSX Mutual Fund

NAV$62.32

Returns Overview

1 Month
-14.58%
3 Months
-16.30%
6 Months
-10.53%
YTD
-10.61%
1 Year
+42.63%
3 Years (annualized)
+33.28%
5 Years (annualized)
+15.41%
10 Years (annualized)
+12.28%

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
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
MSCI ACWI ex USA Index (Net)
This Mutual Fund (YTD)
-10.61%
Peer Avg (YTD)
-2.18%
vs Peers
-8.43%

OPGSX Mutual Fund Performance

OPGSX performance across multiple time periods: 1-month -14.58%, YTD -10.61%, 1-year 42.63%, 3-year 33.28%, 5-year 15.41%, 10-year 12.28%.

OPGSX returns trail the peer average of -2.18% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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