OPPAX Mutual Fund

NAV$92.63

Returns Overview

1 Month
+1.57%
3 Months
+21.22%
6 Months
+9.43%
YTD
+8.90%
1 Year
+16.85%
3 Years (annualized)
+12.88%
5 Years (annualized)
+1.84%
10 Years (annualized)
+10.08%

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
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
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
+8.90%
Peer Avg (YTD)
+8.97%
vs Peers
-0.07%

OPPAX Mutual Fund Performance

OPPAX performance across multiple time periods: 1-month 1.57%, YTD 8.90%, 1-year 16.85%, 3-year 12.88%, 5-year 1.84%, 10-year 10.08%.

OPPAX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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