OPMIX Mutual Fund

NAV$37.66

Returns Overview

1 Month
+4.37%
3 Months
+14.04%
6 Months
+11.88%
YTD
+10.78%
1 Year
+17.39%
3 Years (annualized)
+14.36%
5 Years (annualized)
+8.60%
10 Years (annualized)
+10.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OPMIX 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
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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)
+10.78%
Peer Avg (YTD)
+10.82%
vs Peers
-0.03%

OPMIX Mutual Fund Performance

OPMIX performance across multiple time periods: 1-month 4.37%, YTD 10.78%, 1-year 17.39%, 3-year 14.36%, 5-year 8.60%, 10-year 10.75%.

OPMIX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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