OAIEX Mutual Fund

OAIEX Mutual Fund

NAV$18.06
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Returns Overview

1 Month
+3.99%
3 Months
+2.49%
6 Months
+8.50%
YTD
+18.43%
1 Year
+25.20%
3 Years (annualized)
+20.04%
5 Years (annualized)
+6.70%
10 Years (annualized)
+8.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OAIEX 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 ex-US Index(M2WDU)
This Mutual Fund (YTD)
+18.43%
Peer Avg (YTD)
+10.17%
vs Peers
+8.26%

OAIEX Mutual Fund Performance

OAIEX performance across multiple time periods: 1-month 3.99%, YTD 18.43%, 1-year 25.20%, 3-year 20.04%, 5-year 6.70%, 10-year 8.70%.

OAIEX returns outperform the peer average of 10.17% YTD. With an expense ratio of 1.32%, investors should weigh costs against performance when evaluating this mutual fund.

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