OPMCX Mutual Fund

OPMCX Mutual Fund

NAV$19.71
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Returns Overview

1 Month
-4.79%
3 Months
-4.83%
6 Months
+8.25%
YTD
+4.89%
1 Year
+6.38%
3 Years (annualized)
+13.55%
5 Years (annualized)
+1.70%
10 Years (annualized)
+6.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OPMCX 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
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+4.89%
Peer Avg (YTD)
+6.73%
vs Peers
-1.83%

OPMCX Mutual Fund Performance

OPMCX performance across multiple time periods: 1-month -4.79%, YTD 4.89%, 1-year 6.38%, 3-year 13.55%, 5-year 1.70%, 10-year 6.30%.

OPMCX returns trail the peer average of 6.73% YTD. With an expense ratio of 1.80%, investors should weigh costs against performance when evaluating this mutual fund.

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