OPTIX Mutual Fund

OPTIX Mutual Fund

NAV$114.79
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Returns Overview

1 Month
+2.95%
3 Months
-2.38%
6 Months
+18.44%
YTD
+8.89%
1 Year
+7.52%
3 Years (annualized)
+19.93%
5 Years (annualized)
+8.21%
10 Years (annualized)
+14.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OPTIX 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)
+8.89%
Peer Avg (YTD)
+8.68%
vs Peers
+0.21%

OPTIX Mutual Fund Performance

OPTIX performance across multiple time periods: 1-month 2.95%, YTD 8.89%, 1-year 7.52%, 3-year 19.93%, 5-year 8.21%, 10-year 14.61%.

OPTIX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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