OPSIX Mutual Fund

OPSIX Mutual Fund

NAV$3.03
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Returns Overview

1 Month
-3.69%
3 Months
-3.09%
6 Months
-0.45%
YTD
-4.87%
1 Year
-2.05%
3 Years (annualized)
+6.22%
5 Years (annualized)
+1.60%
10 Years (annualized)
+1.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OPSIX 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
Bloomberg Global Aggregate Index
This Mutual Fund (YTD)
-4.87%
Peer Avg (YTD)
-1.59%
vs Peers
-3.29%

OPSIX Mutual Fund Performance

OPSIX performance across multiple time periods: 1-month -3.69%, YTD -4.87%, 1-year -2.05%, 3-year 6.22%, 5-year 1.60%, 10-year 1.92%.

OPSIX returns trail the peer average of -1.59% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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