OAKBX Mutual Fund

OAKBX Mutual Fund

NAV$41.75
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Returns Overview

1 Month
+3.80%
3 Months
+4.28%
6 Months
+4.23%
YTD
+4.65%
1 Year
+11.74%
3 Years (annualized)
+9.27%
5 Years (annualized)
+5.68%
10 Years (annualized)
+8.50%

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
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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 US Government/Credit Index(^BBGUSGCI)
This Mutual Fund (YTD)
+4.65%
Peer Avg (YTD)
+6.57%
vs Peers
-1.92%

OAKBX Mutual Fund Performance

OAKBX performance across multiple time periods: 1-month 3.80%, YTD 4.65%, 1-year 11.74%, 3-year 9.27%, 5-year 5.68%, 10-year 8.50%.

OAKBX returns trail the peer average of 6.57% 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.