OPIGX Mutual Fund

NAV$5.56

Returns Overview

1 Month
+0.16%
3 Months
+0.65%
6 Months
+0.60%
YTD
+0.60%
1 Year
+3.63%
3 Years (annualized)
+4.28%
5 Years (annualized)
-0.40%
10 Years (annualized)
+1.58%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
FTSE Broad Investment Grade Bond Index
This Mutual Fund (YTD)
+0.60%
Peer Avg (YTD)
+3.23%
vs Peers
-2.63%

OPIGX Mutual Fund Performance

OPIGX performance across multiple time periods: 1-month 0.16%, YTD 0.60%, 1-year 3.63%, 3-year 4.28%, 5-year -0.40%, 10-year 1.58%.

OPIGX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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