OPIGX Mutual Fund

OPIGX Mutual Fund

NAV$5.56
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Returns Overview

1 Month
-1.26%
3 Months
-0.78%
6 Months
-1.00%
YTD
-0.67%
1 Year
+2.50%
3 Years (annualized)
+3.78%
5 Years (annualized)
-0.85%
10 Years (annualized)
+1.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OPIGX 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
FTSE Broad Investment Grade Bond Index
This Mutual Fund (YTD)
-0.67%
Peer Avg (YTD)
+0.12%
vs Peers
-0.79%

OPIGX Mutual Fund Performance

OPIGX performance across multiple time periods: 1-month -1.26%, YTD -0.67%, 1-year 2.50%, 3-year 3.78%, 5-year -0.85%, 10-year 1.33%.

OPIGX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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