OAKBX Mutual Fund

OAKBX Mutual Fund

NAV$39.64
See how much of OAKBX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.29%
3 Months
+7.40%
6 Months
+7.74%
YTD
+8.09%
1 Year
+12.14%
3 Years (annualized)
+11.69%
5 Years (annualized)
+7.42%
10 Years (annualized)
+9.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OAKBX 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 US Government/Credit Index(^BBGUSGCI)
This Mutual Fund (YTD)
+8.09%
Peer Avg (YTD)
+7.17%
vs Peers
+0.92%

OAKBX Mutual Fund Performance

OAKBX performance across multiple time periods: 1-month 3.29%, YTD 8.09%, 1-year 12.14%, 3-year 11.69%, 5-year 7.42%, 10-year 9.37%.

OAKBX returns outperform the peer average of 7.17% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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