OTPSX Mutual Fund

OTPSX Mutual Fund

NAV$48.19
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Returns Overview

1 Month
+4.02%
3 Months
-3.49%
6 Months
+16.58%
YTD
+15.08%
1 Year
+22.88%
3 Years (annualized)
+20.81%
5 Years (annualized)
+10.62%
10 Years (annualized)
+17.14%

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)
+15.08%
Peer Avg (YTD)
+8.51%
vs Peers
+6.57%

OTPSX Mutual Fund Performance

OTPSX performance across multiple time periods: 1-month 4.02%, YTD 15.08%, 1-year 22.88%, 3-year 20.81%, 5-year 10.62%, 10-year 17.14%.

OTPSX returns outperform the peer average of 8.51% 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.