OPTFX Mutual Fund

OPTFX Mutual Fund

NAV$84.11
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Returns Overview

1 Month
-7.47%
3 Months
-4.06%
6 Months
-4.10%
YTD
+0.55%
1 Year
-3.56%
3 Years (annualized)
+20.74%
5 Years (annualized)
+7.18%
10 Years (annualized)
+15.99%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+0.55%
Peer Avg (YTD)
+5.23%
vs Peers
-4.68%

OPTFX Mutual Fund Performance

OPTFX performance across multiple time periods: 1-month -7.47%, YTD 0.55%, 1-year -3.56%, 3-year 20.74%, 5-year 7.18%, 10-year 15.99%.

OPTFX returns trail the peer average of 5.23% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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