OAAAX Mutual Fund

OAAAX Mutual Fund

NAV$16.69
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Returns Overview

1 Month
+2.07%
3 Months
+1.70%
6 Months
+7.37%
YTD
+11.67%
1 Year
+17.96%
3 Years (annualized)
+14.41%
5 Years (annualized)
+5.63%
10 Years (annualized)
+8.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OAAAX 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
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📉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
Custom Invesco Active Allocation Index(^CIAAAAAI)
This Mutual Fund (YTD)
+11.67%
Peer Avg (YTD)
+7.17%
vs Peers
+4.49%

OAAAX Mutual Fund Performance

OAAAX performance across multiple time periods: 1-month 2.07%, YTD 11.67%, 1-year 17.96%, 3-year 14.41%, 5-year 5.63%, 10-year 8.39%.

OAAAX returns outperform the peer average of 7.17% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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