OPMCX Mutual Fund

OPMCX Mutual Fund

NAV$20.50
See how much of OPMCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.04%
3 Months
+5.25%
6 Months
+8.14%
YTD
+10.16%
1 Year
+13.03%
3 Years (annualized)
+12.00%
5 Years (annualized)
+6.86%
10 Years (annualized)
+9.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OPMCX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+10.16%
Peer Avg (YTD)
+9.54%
vs Peers
+0.62%

OPMCX Mutual Fund Performance

OPMCX performance across multiple time periods: 1-month -1.04%, YTD 10.16%, 1-year 13.03%, 3-year 12.00%, 5-year 6.86%, 10-year 9.01%.

OPMCX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.80%, investors should weigh costs against performance when evaluating this mutual fund.

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