OPPAX Mutual Fund

OPPAX Mutual Fund

NAV$93.24
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Returns Overview

1 Month
-5.47%
3 Months
+1.10%
6 Months
+3.17%
YTD
+2.95%
1 Year
+11.18%
3 Years (annualized)
+13.29%
5 Years (annualized)
+4.82%
10 Years (annualized)
+11.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OPPAX 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
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📉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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
+2.95%
Peer Avg (YTD)
+6.23%
vs Peers
-3.29%

OPPAX Mutual Fund Performance

OPPAX performance across multiple time periods: 1-month -5.47%, YTD 2.95%, 1-year 11.18%, 3-year 13.29%, 5-year 4.82%, 10-year 11.44%.

OPPAX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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