OTPSX Mutual Fund

NAV$45.50

Returns Overview

1 Month
-0.42%
3 Months
+26.70%
6 Months
+18.50%
YTD
+18.74%
1 Year
+30.47%
3 Years (annualized)
+22.75%
5 Years (annualized)
+12.75%
10 Years (annualized)
+18.37%

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
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)
+18.74%
Peer Avg (YTD)
+8.97%
vs Peers
+9.77%

OTPSX Mutual Fund Performance

OTPSX performance across multiple time periods: 1-month -0.42%, YTD 18.74%, 1-year 30.47%, 3-year 22.75%, 5-year 12.75%, 10-year 18.37%.

OTPSX returns outperform the peer average of 8.97% YTD. With an expense ratio of 2.47%, investors should weigh costs against performance when evaluating this mutual fund.

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