OPMCX Mutual Fund

NAV$20.44

Returns Overview

1 Month
+4.32%
3 Months
+13.75%
6 Months
+11.31%
YTD
+10.22%
1 Year
+16.11%
3 Years (annualized)
+13.11%
5 Years (annualized)
+2.39%
10 Years (annualized)
+6.88%

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

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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
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+10.22%
Peer Avg (YTD)
+10.82%
vs Peers
-0.59%

OPMCX Mutual Fund Performance

OPMCX performance across multiple time periods: 1-month 4.32%, YTD 10.22%, 1-year 16.11%, 3-year 13.11%, 5-year 2.39%, 10-year 6.88%.

OPMCX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.80%, investors should weigh costs against performance when evaluating this mutual fund.

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