OAKEX Mutual Fund

OAKEX Mutual Fund

NAV$23.64
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Returns Overview

1 Month
+8.05%
3 Months
+7.24%
6 Months
+2.93%
YTD
+3.87%
1 Year
+6.89%
3 Years (annualized)
+10.22%
5 Years (annualized)
+5.54%
10 Years (annualized)
+8.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OAKEX 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
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📉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 World ex US Small Cap Index(NET)(^MWEUSCI)
This Mutual Fund (YTD)
+3.87%
Peer Avg (YTD)
+8.67%
vs Peers
-4.80%

OAKEX Mutual Fund Performance

OAKEX performance across multiple time periods: 1-month 8.05%, YTD 3.87%, 1-year 6.89%, 3-year 10.22%, 5-year 5.54%, 10-year 8.26%.

OAKEX returns trail the peer average of 8.67% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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