OACIX Mutual Fund

OACIX Mutual Fund

NAV$9.19
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Returns Overview

1 Month
+1.21%
3 Months
-0.11%
6 Months
+0.33%
YTD
+2.79%
1 Year
+3.74%
3 Years (annualized)
+8.40%
5 Years (annualized)
+1.39%
10 Years (annualized)
+3.61%

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
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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
Bloomberg Global Aggregate USD hedged Index(^BBGGAUSDHDI)
This Mutual Fund (YTD)
+2.79%
Peer Avg (YTD)
+2.95%
vs Peers
-0.16%

OACIX Mutual Fund Performance

OACIX performance across multiple time periods: 1-month 1.21%, YTD 2.79%, 1-year 3.74%, 3-year 8.40%, 5-year 1.39%, 10-year 3.61%.

OACIX returns trail the peer average of 2.95% 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.