OANBX Mutual Fund

OANBX Mutual Fund

NAV$41.56
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Returns Overview

1 Month
+3.80%
3 Months
+4.35%
6 Months
+4.34%
YTD
+4.82%
1 Year
+12.02%
3 Years (annualized)
+9.95%
5 Years (annualized)
+6.18%
10 Years (annualized)
+8.86%

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)
+4.82%
Peer Avg (YTD)
+6.57%
vs Peers
-1.75%

OANBX Mutual Fund Performance

OANBX performance across multiple time periods: 1-month 3.80%, YTD 4.82%, 1-year 12.02%, 3-year 9.95%, 5-year 6.18%, 10-year 8.86%.

OANBX returns trail the peer average of 6.57% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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