OAACX Mutual Fund

OAACX Mutual Fund

NAV$16.27
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Returns Overview

1 Month
-0.75%
3 Months
+3.19%
6 Months
+6.87%
YTD
+9.00%
1 Year
+17.20%
3 Years (annualized)
+11.24%
5 Years (annualized)
+4.53%
10 Years (annualized)
+7.23%

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
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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)
+9.00%
Peer Avg (YTD)
+6.57%
vs Peers
+2.43%

OAACX Mutual Fund Performance

OAACX performance across multiple time periods: 1-month -0.75%, YTD 9.00%, 1-year 17.20%, 3-year 11.24%, 5-year 4.53%, 10-year 7.23%.

OAACX returns outperform the peer average of 6.57% YTD. With an expense ratio of 1.69%, investors should weigh costs against performance when evaluating this mutual fund.

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