OANEX Mutual Fund

OANEX Mutual Fund

NAV$23.42
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
-4.10%
3 Months
+4.88%
6 Months
-3.57%
YTD
-3.79%
1 Year
-4.64%
3 Years (annualized)
+8.36%
5 Years (annualized)
+3.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OANEX 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
MSCI World ex US Small Cap Index(NET)(^MWEUSCI)
This Mutual Fund (YTD)
-3.79%
Peer Avg (YTD)
+9.16%
vs Peers
-12.96%

OANEX Mutual Fund Performance

OANEX performance across multiple time periods: 1-month -4.10%, YTD -3.79%, 1-year -4.64%, 3-year 8.36%, 5-year 3.85%.

OANEX returns trail the peer average of 9.16% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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