OPTIX Mutual Fund

NAV$113.38

Returns Overview

1 Month
+2.16%
3 Months
+21.32%
6 Months
+12.03%
YTD
+11.55%
1 Year
+19.72%
3 Years (annualized)
+22.80%
5 Years (annualized)
+10.87%
10 Years (annualized)
+15.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OPTIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.55%
Peer Avg (YTD)
+8.97%
vs Peers
+2.57%

OPTIX Mutual Fund Performance

OPTIX performance across multiple time periods: 1-month 2.16%, YTD 11.55%, 1-year 19.72%, 3-year 22.80%, 5-year 10.87%, 10-year 15.78%.

OPTIX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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