OAAYX Mutual Fund

OAAYX Mutual Fund

NAV$17.25
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Returns Overview

1 Month
-0.65%
3 Months
+3.45%
6 Months
+7.42%
YTD
+9.59%
1 Year
+18.38%
3 Years (annualized)
+12.40%
5 Years (annualized)
+5.61%
10 Years (annualized)
+8.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OAAYX 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)
+9.59%
Peer Avg (YTD)
+6.57%
vs Peers
+3.02%

OAAYX Mutual Fund Performance

OAAYX performance across multiple time periods: 1-month -0.65%, YTD 9.59%, 1-year 18.38%, 3-year 12.40%, 5-year 5.61%, 10-year 8.29%.

OAAYX returns outperform the peer average of 6.57% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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