OTPIX Mutual Fund

OTPIX Mutual Fund

NAV$60.04
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Returns Overview

1 Month
-6.74%
3 Months
+2.58%
6 Months
+9.86%
YTD
+11.24%
1 Year
+20.11%
3 Years (annualized)
+19.72%
5 Years (annualized)
+11.73%
10 Years (annualized)
+17.93%

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
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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
Nasdaq 100 Index(NDX)
This Mutual Fund (YTD)
+11.24%
Peer Avg (YTD)
+6.23%
vs Peers
+5.00%

OTPIX Mutual Fund Performance

OTPIX performance across multiple time periods: 1-month -6.74%, YTD 11.24%, 1-year 20.11%, 3-year 19.72%, 5-year 11.73%, 10-year 17.93%.

OTPIX returns outperform the peer average of 6.23% 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.