OAAYX Mutual Fund

NAV$17.21

Returns Overview

1 Month
+0.36%
3 Months
+11.99%
6 Months
+11.10%
YTD
+10.31%
1 Year
+19.08%
3 Years (annualized)
+13.61%
5 Years (annualized)
+5.90%
10 Years (annualized)
+8.77%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Custom Invesco Active Allocation Index(^CIAAAAAI)
This Mutual Fund (YTD)
+10.31%
Peer Avg (YTD)
+6.73%
vs Peers
+3.58%

OAAYX Mutual Fund Performance

OAAYX performance across multiple time periods: 1-month 0.36%, YTD 10.31%, 1-year 19.08%, 3-year 13.61%, 5-year 5.90%, 10-year 8.77%.

OAAYX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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