OPOCX Mutual Fund

NAV$124.72

Returns Overview

1 Month
+7.47%
3 Months
+30.50%
6 Months
+38.84%
YTD
+35.03%
1 Year
+57.14%
3 Years (annualized)
+29.44%
5 Years (annualized)
+16.05%
10 Years (annualized)
+26.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OPOCX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+35.03%
Peer Avg (YTD)
+18.52%
vs Peers
+16.51%

OPOCX Mutual Fund Performance

OPOCX performance across multiple time periods: 1-month 7.47%, YTD 35.03%, 1-year 57.14%, 3-year 29.44%, 5-year 16.05%, 10-year 26.03%.

OPOCX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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