OPIXX Mutual Fund

OPIXX Mutual Fund

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Returns Overview

3 Months
+0.06%
6 Months
+0.39%
YTD
+0.35%
1 Year
+2.08%
3 Years (annualized)
+2.82%
5 Years (annualized)
+1.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OPIXX 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
3-Month US T-Bills Index(SPUTB3M)
This Mutual Fund (YTD)
+0.35%
Peer Avg (YTD)
+1.11%
vs Peers
-0.76%

OPIXX Mutual Fund Performance

OPIXX performance across multiple time periods: YTD 0.35%, 1-year 2.08%, 3-year 2.82%, 5-year 1.70%.

OPIXX returns trail the peer average of 1.11% YTD. With an expense ratio of 0.15%, investors should weigh costs against performance when evaluating this mutual fund.

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