OAAIX Mutual Fund

NAV$17.85

Returns Overview

1 Month
+0.40%
3 Months
+13.47%
6 Months
+12.38%
YTD
+11.53%
1 Year
+21.10%
3 Years (annualized)
+15.01%
5 Years (annualized)
+6.76%
10 Years (annualized)
+9.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OAAIX 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
MSCI All Country World Index (net div)
This Mutual Fund (YTD)
+11.53%
Peer Avg (YTD)
+6.73%
vs Peers
+4.80%

OAAIX Mutual Fund Performance

OAAIX performance across multiple time periods: 1-month 0.40%, YTD 11.53%, 1-year 21.10%, 3-year 15.01%, 5-year 6.76%, 10-year 9.65%.

OAAIX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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