OAMIX Mutual Fund

OAMIX Mutual Fund

NAV$13.15
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Returns Overview

1 Month
-0.76%
3 Months
+2.59%
6 Months
+6.26%
YTD
+8.01%
1 Year
+15.56%
3 Years (annualized)
+10.96%
5 Years (annualized)
+4.57%
10 Years (annualized)
+6.86%

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
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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)
+8.01%
Peer Avg (YTD)
+5.54%
vs Peers
+2.47%

OAMIX Mutual Fund Performance

OAMIX performance across multiple time periods: 1-month -0.76%, YTD 8.01%, 1-year 15.56%, 3-year 10.96%, 5-year 4.57%, 10-year 6.86%.

OAMIX returns outperform the peer average of 5.54% 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.