OAIEX Mutual Fund

OAIEX Mutual Fund

NAV$18.53
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Returns Overview

1 Month
-1.39%
3 Months
+5.20%
6 Months
+7.81%
YTD
+13.88%
1 Year
+22.87%
3 Years (annualized)
+16.57%
5 Years (annualized)
+6.32%
10 Years (annualized)
+8.20%

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)
+13.88%
Peer Avg (YTD)
+9.42%
vs Peers
+4.46%

OAIEX Mutual Fund Performance

OAIEX performance across multiple time periods: 1-month -1.39%, YTD 13.88%, 1-year 22.87%, 3-year 16.57%, 5-year 6.32%, 10-year 8.20%.

OAIEX returns outperform the peer average of 9.42% YTD. With an expense ratio of 1.33%, 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.