OPGSX Mutual Fund

OPGSX Mutual Fund

NAV$61.01
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Returns Overview

1 Month
-10.33%
3 Months
+16.11%
6 Months
-2.82%
YTD
+3.79%
1 Year
+17.61%
3 Years (annualized)
+45.78%
5 Years (annualized)
+22.89%
10 Years (annualized)
+16.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OPGSX 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 ex USA Index (Net)
This Mutual Fund (YTD)
+3.79%
Peer Avg (YTD)
+7.76%
vs Peers
-3.97%

OPGSX Mutual Fund Performance

OPGSX performance across multiple time periods: 1-month -10.33%, YTD 3.79%, 1-year 17.61%, 3-year 45.78%, 5-year 22.89%, 10-year 16.34%.

OPGSX returns trail the peer average of 7.76% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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