OPTCX Mutual Fund

OPTCX Mutual Fund

NAV$9.83
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Returns Overview

1 Month
+0.16%
3 Months
+0.49%
6 Months
+1.11%
YTD
-0.69%
1 Year
+0.82%
3 Years (annualized)
+0.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OPTCX 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
iBoxx USD Liquid High Yield Index
This Mutual Fund (YTD)
-0.69%
Peer Avg (YTD)
+0.50%
vs Peers
-1.19%

OPTCX Mutual Fund Performance

OPTCX performance across multiple time periods: 1-month 0.16%, YTD -0.69%, 1-year 0.82%, 3-year 0.40%.

OPTCX returns trail the peer average of 0.50% YTD. With an expense ratio of 2.10%, investors should weigh costs against performance when evaluating this mutual fund.

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