OAKMX Mutual Fund

OAKMX Mutual Fund

NAV$179.97
See how much of OAKMX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+4.45%
3 Months
+11.93%
6 Months
+9.45%
YTD
+10.56%
1 Year
+15.47%
3 Years (annualized)
+16.71%
5 Years (annualized)
+11.39%
10 Years (annualized)
+14.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OAKMX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.56%
Peer Avg (YTD)
+12.44%
vs Peers
-1.88%

OAKMX Mutual Fund Performance

OAKMX performance across multiple time periods: 1-month 4.45%, YTD 10.56%, 1-year 15.47%, 3-year 16.71%, 5-year 11.39%, 10-year 14.08%.

OAKMX returns trail the peer average of 12.44% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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