OAKWX Mutual Fund

OAKWX Mutual Fund

NAV$27.90
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Returns Overview

1 Month
+2.84%
3 Months
+1.95%
6 Months
+8.55%
YTD
+2.30%
1 Year
+8.97%
3 Years (annualized)
+13.75%
5 Years (annualized)
+4.79%
10 Years (annualized)
+8.67%

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
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
MSCI World Index (Net)
This Mutual Fund (YTD)
+2.30%
Peer Avg (YTD)
+10.38%
vs Peers
-8.09%

OAKWX Mutual Fund Performance

OAKWX performance across multiple time periods: 1-month 2.84%, YTD 2.30%, 1-year 8.97%, 3-year 13.75%, 5-year 4.79%, 10-year 8.67%.

OAKWX returns trail the peer average of 10.38% 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.