OAAAX Mutual Fund

NAV$16.82

Returns Overview

1 Month
+0.36%
3 Months
+11.92%
6 Months
+10.94%
YTD
+10.20%
1 Year
+18.80%
3 Years (annualized)
+13.31%
5 Years (annualized)
+5.64%
10 Years (annualized)
+8.54%

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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Custom Invesco Active Allocation Index(^CIAAAAAI)
This Mutual Fund (YTD)
+10.20%
Peer Avg (YTD)
+6.73%
vs Peers
+3.47%

OAAAX Mutual Fund Performance

OAAAX performance across multiple time periods: 1-month 0.36%, YTD 10.20%, 1-year 18.80%, 3-year 13.31%, 5-year 5.64%, 10-year 8.54%.

OAAAX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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