OAAAX Mutual Fund

OAAAX Mutual Fund

NAV$16.82
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Returns Overview

1 Month
-0.73%
3 Months
+3.34%
6 Months
+7.25%
YTD
+9.40%
1 Year
+18.02%
3 Years (annualized)
+12.11%
5 Years (annualized)
+5.33%
10 Years (annualized)
+8.04%

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)
+9.40%
Peer Avg (YTD)
+6.57%
vs Peers
+2.83%

OAAAX Mutual Fund Performance

OAAAX performance across multiple time periods: 1-month -0.73%, YTD 9.40%, 1-year 18.02%, 3-year 12.11%, 5-year 5.33%, 10-year 8.04%.

OAAAX returns outperform the peer average of 6.57% 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.