OAACX Mutual Fund

NAV$16.15

Returns Overview

1 Month
+0.31%
3 Months
+11.75%
6 Months
+10.51%
YTD
+9.83%
1 Year
+17.92%
3 Years (annualized)
+12.44%
5 Years (annualized)
+4.84%
10 Years (annualized)
+7.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OAACX 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)
+9.83%
Peer Avg (YTD)
+6.73%
vs Peers
+3.10%

OAACX Mutual Fund Performance

OAACX performance across multiple time periods: 1-month 0.31%, YTD 9.83%, 1-year 17.92%, 3-year 12.44%, 5-year 4.84%, 10-year 7.71%.

OAACX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.69%, investors should weigh costs against performance when evaluating this mutual fund.

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