OTPIX Mutual Fund

OTPIX Mutual Fund

NAV$63.60
See how much of OTPIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+4.09%
3 Months
-3.25%
6 Months
+17.14%
YTD
+15.78%
1 Year
+24.08%
3 Years (annualized)
+22.04%
5 Years (annualized)
+11.74%
10 Years (annualized)
+18.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OTPIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Nasdaq 100 Index(NDX)
This Mutual Fund (YTD)
+15.78%
Peer Avg (YTD)
+8.51%
vs Peers
+7.27%

OTPIX Mutual Fund Performance

OTPIX performance across multiple time periods: 1-month 4.09%, YTD 15.78%, 1-year 24.08%, 3-year 22.04%, 5-year 11.74%, 10-year 18.32%.

OTPIX returns outperform the peer average of 8.51% YTD. With an expense ratio of 1.47%, investors should weigh costs against performance when evaluating this mutual fund.

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