OPATX Mutual Fund

OPATX Mutual Fund

NAV$9.24
See how much of OPATX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.33%
3 Months
-7.80%
6 Months
-4.95%
YTD
-5.21%
1 Year
-3.70%
3 Years (annualized)
+3.21%
5 Years (annualized)
+0.10%
10 Years (annualized)
+2.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OPATX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Municipal Bond Pennsylvania 5+ Year Investment Grade Index(^SMBPYIGI)
This Mutual Fund (YTD)
-5.21%
Peer Avg (YTD)
-3.82%
vs Peers
-1.38%

OPATX Mutual Fund Performance

OPATX performance across multiple time periods: 1-month -5.33%, YTD -5.21%, 1-year -3.70%, 3-year 3.21%, 5-year 0.10%, 10-year 2.90%.

OPATX returns trail the peer average of -3.82% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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