OANIX Mutual Fund

OANIX Mutual Fund

NAV$35.46
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Returns Overview

1 Month
-0.30%
3 Months
+7.95%
6 Months
+1.05%
YTD
+0.68%
1 Year
+10.22%
3 Years (annualized)
+9.11%
5 Years (annualized)
+4.39%

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)
+0.68%
Peer Avg (YTD)
+8.71%
vs Peers
-8.04%

OANIX Mutual Fund Performance

OANIX performance across multiple time periods: 1-month -0.30%, YTD 0.68%, 1-year 10.22%, 3-year 9.11%, 5-year 4.39%.

OANIX returns trail the peer average of 8.71% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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