OPTAX Mutual Fund

OPTAX Mutual Fund

NAV$6.63
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Returns Overview

1 Month
-1.85%
3 Months
-0.28%
6 Months
+0.61%
YTD
+1.10%
1 Year
+6.76%
3 Years (annualized)
+2.77%
5 Years (annualized)
-0.05%
10 Years (annualized)
+3.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OPTAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
US Consumer Price Index
This Mutual Fund (YTD)
+1.10%
Peer Avg (YTD)
+0.23%
vs Peers
+0.87%

OPTAX Mutual Fund Performance

OPTAX performance across multiple time periods: 1-month -1.85%, YTD 1.10%, 1-year 6.76%, 3-year 2.77%, 5-year -0.05%, 10-year 3.23%.

OPTAX returns outperform the peer average of 0.23% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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