OPMIX Mutual Fund

OPMIX Mutual Fund

NAV$36.40
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Returns Overview

1 Month
-4.71%
3 Months
-4.53%
6 Months
+8.87%
YTD
+5.76%
1 Year
+7.56%
3 Years (annualized)
+14.83%
5 Years (annualized)
+7.88%
10 Years (annualized)
+10.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OPMIX 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
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📉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)
+5.76%
Peer Avg (YTD)
+6.72%
vs Peers
-0.96%

OPMIX Mutual Fund Performance

OPMIX performance across multiple time periods: 1-month -4.71%, YTD 5.76%, 1-year 7.56%, 3-year 14.83%, 5-year 7.88%, 10-year 10.23%.

OPMIX returns trail the peer average of 6.72% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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