OPMSX Mutual Fund

OPMSX Mutual Fund

NAV$31.30
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Returns Overview

1 Month
-4.73%
3 Months
-4.64%
6 Months
+8.66%
YTD
+5.48%
1 Year
+7.14%
3 Years (annualized)
+14.42%
5 Years (annualized)
+7.48%
10 Years (annualized)
+9.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OPMSX 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)
+5.48%
Peer Avg (YTD)
+6.72%
vs Peers
-1.24%

OPMSX Mutual Fund Performance

OPMSX performance across multiple time periods: 1-month -4.73%, YTD 5.48%, 1-year 7.14%, 3-year 14.42%, 5-year 7.48%, 10-year 9.77%.

OPMSX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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