OAMIX Mutual Fund

OAMIX Mutual Fund

NAV$13.15
See how much of OAMIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.68%
3 Months
+1.29%
6 Months
+5.89%
YTD
+9.83%
1 Year
+15.36%
3 Years (annualized)
+12.41%
5 Years (annualized)
+4.58%
10 Years (annualized)
+7.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OAMIX 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
Bloomberg Barclays Global Aggregate (USD Hedged) Index(LEGATRUH)
This Mutual Fund (YTD)
+9.83%
Peer Avg (YTD)
+6.28%
vs Peers
+3.54%

OAMIX Mutual Fund Performance

OAMIX performance across multiple time periods: 1-month 1.68%, YTD 9.83%, 1-year 15.36%, 3-year 12.41%, 5-year 4.58%, 10-year 7.07%.

OAMIX returns outperform the peer average of 6.28% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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