OPNYX Mutual Fund

NAV$10.07
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Returns Overview

1 Month
+1.17%
3 Months
+3.57%
6 Months
+3.63%
YTD
+3.63%
1 Year
+8.58%
3 Years (annualized)
+3.34%
5 Years (annualized)
-0.02%
10 Years (annualized)
+2.25%

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
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🏦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
US Consumer Price Index
This Mutual Fund (YTD)
+3.63%
Peer Avg (YTD)
+1.79%
vs Peers
+1.84%

OPNYX Mutual Fund Performance

OPNYX performance across multiple time periods: 1-month 1.17%, YTD 3.63%, 1-year 8.58%, 3-year 3.34%, 5-year -0.02%, 10-year 2.25%.

OPNYX returns outperform the peer average of 1.79% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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