OAKIX Mutual Fund

OAKIX Mutual Fund

NAV$34.79
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Returns Overview

1 Month
+5.03%
3 Months
+7.32%
6 Months
+3.51%
YTD
+5.64%
1 Year
+16.69%
3 Years (annualized)
+9.14%
5 Years (annualized)
+5.57%
10 Years (annualized)
+7.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OAKIX 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 EAFE Index (Net)
This Mutual Fund (YTD)
+5.64%
Peer Avg (YTD)
+11.12%
vs Peers
-5.48%

OAKIX Mutual Fund Performance

OAKIX performance across multiple time periods: 1-month 5.03%, YTD 5.64%, 1-year 16.69%, 3-year 9.14%, 5-year 5.57%, 10-year 7.75%.

OAKIX returns trail the peer average of 11.12% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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