OPOCX Mutual Fund

OPOCX Mutual Fund

NAV$114.59
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Returns Overview

1 Month
-1.50%
3 Months
-14.66%
6 Months
+11.38%
YTD
+15.24%
1 Year
+24.35%
3 Years (annualized)
+21.27%
5 Years (annualized)
+7.06%
10 Years (annualized)
+16.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OPOCX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+15.24%
Peer Avg (YTD)
+10.34%
vs Peers
+4.90%

OPOCX Mutual Fund Performance

OPOCX performance across multiple time periods: 1-month -1.50%, YTD 15.24%, 1-year 24.35%, 3-year 21.27%, 5-year 7.06%, 10-year 16.70%.

OPOCX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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