OACIX Mutual Fund

OACIX Mutual Fund

NAV$9.35
See how much of OACIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.07%
3 Months
+0.44%
6 Months
+1.99%
YTD
+2.90%
1 Year
+7.72%
3 Years (annualized)
+6.49%
5 Years (annualized)
+1.15%
10 Years (annualized)
+3.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OACIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Global Aggregate USD hedged Index(^BBGGAUSDHDI)
This Mutual Fund (YTD)
+2.90%
Peer Avg (YTD)
+3.39%
vs Peers
-0.49%

OACIX Mutual Fund Performance

OACIX performance across multiple time periods: 1-month -1.07%, YTD 2.90%, 1-year 7.72%, 3-year 6.49%, 5-year 1.15%, 10-year 3.30%.

OACIX returns trail the peer average of 3.39% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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