OTPIX Mutual Fund

OTPIX Mutual Fund

NAV$56.80
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Returns Overview

1 Month
-6.79%
3 Months
+0.05%
6 Months
+2.63%
YTD
+11.29%
1 Year
+8.26%
3 Years (annualized)
+23.52%
5 Years (annualized)
+10.53%
10 Years (annualized)
+17.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OTPIX 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
Nasdaq 100 Index(NDX)
This Mutual Fund (YTD)
+11.29%
Peer Avg (YTD)
+4.64%
vs Peers
+6.65%

OTPIX Mutual Fund Performance

OTPIX performance across multiple time periods: 1-month -6.79%, YTD 11.29%, 1-year 8.26%, 3-year 23.52%, 5-year 10.53%, 10-year 17.80%.

OTPIX returns outperform the peer average of 4.64% YTD. With an expense ratio of 1.47%, investors should weigh costs against performance when evaluating this mutual fund.

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