OAKWX Mutual Fund

OAKWX Mutual Fund

NAV$27.43
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Returns Overview

1 Month
+6.05%
3 Months
+6.47%
6 Months
-2.70%
YTD
+0.34%
1 Year
+8.90%
3 Years (annualized)
+8.67%
5 Years (annualized)
+3.87%
10 Years (annualized)
+8.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OAKWX 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 Index (Net)
This Mutual Fund (YTD)
+0.34%
Peer Avg (YTD)
+11.12%
vs Peers
-10.78%

OAKWX Mutual Fund Performance

OAKWX performance across multiple time periods: 1-month 6.05%, YTD 0.34%, 1-year 8.90%, 3-year 8.67%, 5-year 3.87%, 10-year 8.59%.

OAKWX returns trail the peer average of 11.12% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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