OPMNX Mutual Fund

OPMNX Mutual Fund

NAV$27.82
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Returns Overview

1 Month
-4.76%
3 Months
-4.69%
6 Months
+8.53%
YTD
+5.26%
1 Year
+6.89%
3 Years (annualized)
+15.47%
5 Years (annualized)
+7.97%
10 Years (annualized)
+9.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OPMNX 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)
+5.26%
Peer Avg (YTD)
+6.72%
vs Peers
-1.46%

OPMNX Mutual Fund Performance

OPMNX performance across multiple time periods: 1-month -4.76%, YTD 5.26%, 1-year 6.89%, 3-year 15.47%, 5-year 7.97%, 10-year 9.88%.

OPMNX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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