OPSIX Mutual Fund

NAV$3.13

Returns Overview

1 Month
-0.80%
3 Months
+2.72%
6 Months
-1.84%
YTD
-1.84%
1 Year
+2.46%
3 Years (annualized)
+6.21%
5 Years (annualized)
+1.45%
10 Years (annualized)
+2.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OPSIX 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
Bloomberg Global Aggregate Index
This Mutual Fund (YTD)
-1.84%
Peer Avg (YTD)
+0.99%
vs Peers
-2.83%

OPSIX Mutual Fund Performance

OPSIX performance across multiple time periods: 1-month -0.80%, YTD -1.84%, 1-year 2.46%, 3-year 6.21%, 5-year 1.45%, 10-year 2.10%.

OPSIX returns trail the peer average of 0.99% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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