OPTFX Mutual Fund

NAV$92.05

Returns Overview

1 Month
+2.14%
3 Months
+21.23%
6 Months
+11.86%
YTD
+11.39%
1 Year
+19.38%
3 Years (annualized)
+22.44%
5 Years (annualized)
+15.93%
10 Years (annualized)
+21.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OPTFX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.39%
Peer Avg (YTD)
+8.97%
vs Peers
+2.42%

OPTFX Mutual Fund Performance

OPTFX performance across multiple time periods: 1-month 2.14%, YTD 11.39%, 1-year 19.38%, 3-year 22.44%, 5-year 15.93%, 10-year 21.90%.

OPTFX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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