OTPSX Mutual Fund

OTPSX Mutual Fund

NAV$44.74
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Returns Overview

1 Month
-6.83%
3 Months
+2.31%
6 Months
+9.33%
YTD
+10.63%
1 Year
+18.93%
3 Years (annualized)
+18.53%
5 Years (annualized)
+10.61%
10 Years (annualized)
+16.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OTPSX 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)
+10.63%
Peer Avg (YTD)
+6.23%
vs Peers
+4.40%

OTPSX Mutual Fund Performance

OTPSX performance across multiple time periods: 1-month -6.83%, YTD 10.63%, 1-year 18.93%, 3-year 18.53%, 5-year 10.61%, 10-year 16.77%.

OTPSX returns outperform the peer average of 6.23% YTD. With an expense ratio of 2.47%, investors should weigh costs against performance when evaluating this mutual fund.

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