OANBX Mutual Fund

OANBX Mutual Fund

NAV$41.13
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Returns Overview

1 Month
+0.22%
3 Months
+4.30%
6 Months
+1.06%
YTD
+0.98%
1 Year
+7.57%
3 Years (annualized)
+9.39%
5 Years (annualized)
+5.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OANBX 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
Bloomberg US Government/Credit Index(^BBGUSGCI)
This Mutual Fund (YTD)
+0.98%
Peer Avg (YTD)
+6.73%
vs Peers
-5.74%

OANBX Mutual Fund Performance

OANBX performance across multiple time periods: 1-month 0.22%, YTD 0.98%, 1-year 7.57%, 3-year 9.39%, 5-year 5.32%.

OANBX returns trail the peer average of 6.73% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

OANBX performance comparison shows side-by-side returns with another fund. OANBX alternatives are available in the Mutual Fund Screener.