OPGIX Mutual Fund

OPGIX Mutual Fund

NAV$56.26
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Returns Overview

1 Month
-2.00%
3 Months
-3.99%
6 Months
+9.21%
YTD
+8.76%
1 Year
+8.88%
3 Years (annualized)
+5.77%
5 Years (annualized)
-6.57%
10 Years (annualized)
+6.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OPGIX 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
MSCI ACWI SMID Cap Index (Net)(MSCI)
This Mutual Fund (YTD)
+8.76%
Peer Avg (YTD)
+7.86%
vs Peers
+0.90%

OPGIX Mutual Fund Performance

OPGIX performance across multiple time periods: 1-month -2.00%, YTD 8.76%, 1-year 8.88%, 3-year 5.77%, 5-year -6.57%, 10-year 6.46%.

OPGIX returns outperform the peer average of 7.86% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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