OPSIX Mutual Fund

OPSIX Mutual Fund

NAV$3.14
See how much of OPSIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.17%
3 Months
+0.12%
6 Months
-3.05%
YTD
-2.01%
1 Year
+3.74%
3 Years (annualized)
+5.65%
5 Years (annualized)
+1.48%
10 Years (annualized)
+1.92%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Global Aggregate Index
This Mutual Fund (YTD)
-2.01%
Peer Avg (YTD)
+0.25%
vs Peers
-2.26%

OPSIX Mutual Fund Performance

OPSIX performance across multiple time periods: 1-month -0.17%, YTD -2.01%, 1-year 3.74%, 3-year 5.65%, 5-year 1.48%, 10-year 1.92%.

OPSIX returns trail the peer average of 0.25% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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