OPNYX Mutual Fund

OPNYX Mutual Fund

NAV$9.95
See how much of OPNYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.25%
3 Months
-0.44%
6 Months
+0.91%
YTD
+1.30%
1 Year
+7.24%
3 Years (annualized)
+2.55%
5 Years (annualized)
-0.42%
10 Years (annualized)
+2.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OPNYX 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
S&P Municipal Bond New York 5+ Year Investment Grade Index(^SPMBIGI)
This Mutual Fund (YTD)
+1.30%
Peer Avg (YTD)
+0.23%
vs Peers
+1.06%

OPNYX Mutual Fund Performance

OPNYX performance across multiple time periods: 1-month -2.25%, YTD 1.30%, 1-year 7.24%, 3-year 2.55%, 5-year -0.42%, 10-year 2.13%.

OPNYX returns outperform the peer average of 0.23% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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