OPGSX Mutual Fund

OPGSX Mutual Fund

NAV$70.97
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Returns Overview

1 Month
-1.21%
3 Months
-15.45%
6 Months
-19.55%
YTD
-11.69%
1 Year
+43.29%
3 Years (annualized)
+30.51%
5 Years (annualized)
+14.78%
10 Years (annualized)
+10.89%

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)
-11.69%
Peer Avg (YTD)
-3.00%
vs Peers
-8.69%

OPGSX Mutual Fund Performance

OPGSX performance across multiple time periods: 1-month -1.21%, YTD -11.69%, 1-year 43.29%, 3-year 30.51%, 5-year 14.78%, 10-year 10.89%.

OPGSX returns trail the peer average of -3.00% YTD. With an expense ratio of 1.05%, 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.