OTPIX Mutual Fund

NAV$59.95

Returns Overview

1 Month
-0.34%
3 Months
+27.01%
6 Months
+19.07%
YTD
+19.27%
1 Year
+31.75%
3 Years (annualized)
+24.01%
5 Years (annualized)
+13.90%
10 Years (annualized)
+19.57%

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

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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
Nasdaq 100 Index(NDX)
This Mutual Fund (YTD)
+19.27%
Peer Avg (YTD)
+8.97%
vs Peers
+10.30%

OTPIX Mutual Fund Performance

OTPIX performance across multiple time periods: 1-month -0.34%, YTD 19.27%, 1-year 31.75%, 3-year 24.01%, 5-year 13.90%, 10-year 19.57%.

OTPIX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.47%, investors should weigh costs against performance when evaluating this mutual fund.

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