OANIX Mutual Fund

OANIX Mutual Fund

NAV$32.70
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Returns Overview

1 Month
+2.06%
3 Months
+6.91%
6 Months
+3.11%
YTD
+7.97%
1 Year
+16.06%
3 Years (annualized)
+12.31%
5 Years (annualized)
+6.37%
10 Years (annualized)
+7.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OANIX 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
MSCI EAFE Index (Net)
This Mutual Fund (YTD)
+7.97%
Peer Avg (YTD)
+12.12%
vs Peers
-4.15%

OANIX Mutual Fund Performance

OANIX performance across multiple time periods: 1-month 2.06%, YTD 7.97%, 1-year 16.06%, 3-year 12.31%, 5-year 6.37%, 10-year 7.99%.

OANIX returns trail the peer average of 12.12% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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