OPTIX Mutual Fund

OPTIX Mutual Fund

NAV$111.04
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Returns Overview

1 Month
-5.89%
3 Months
+0.04%
6 Months
+5.00%
YTD
+4.98%
1 Year
+9.36%
3 Years (annualized)
+19.39%
5 Years (annualized)
+8.94%
10 Years (annualized)
+14.47%

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
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🏦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)
+4.98%
Peer Avg (YTD)
+6.23%
vs Peers
-1.26%

OPTIX Mutual Fund Performance

OPTIX performance across multiple time periods: 1-month -5.89%, YTD 4.98%, 1-year 9.36%, 3-year 19.39%, 5-year 8.94%, 10-year 14.47%.

OPTIX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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