OAAIX Mutual Fund

OAAIX Mutual Fund

NAV$17.90
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Returns Overview

1 Month
+2.17%
3 Months
+1.94%
6 Months
+8.56%
YTD
+13.24%
1 Year
+20.21%
3 Years (annualized)
+15.66%
5 Years (annualized)
+6.42%
10 Years (annualized)
+9.30%

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
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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
MSCI All Country World Index (net div)
This Mutual Fund (YTD)
+13.24%
Peer Avg (YTD)
+7.17%
vs Peers
+6.06%

OAAIX Mutual Fund Performance

OAAIX performance across multiple time periods: 1-month 2.17%, YTD 13.24%, 1-year 20.21%, 3-year 15.66%, 5-year 6.42%, 10-year 9.30%.

OAAIX returns outperform the peer average of 7.17% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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