OANLX Mutual Fund

OANLX Mutual Fund

NAV$110.20
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Returns Overview

1 Month
+7.50%
3 Months
+10.03%
6 Months
+24.01%
YTD
+20.80%
1 Year
+29.90%
3 Years (annualized)
+23.91%
5 Years (annualized)
+11.84%
10 Years (annualized)
+11.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OANLX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+20.80%
Peer Avg (YTD)
+12.44%
vs Peers
+8.36%

OANLX Mutual Fund Performance

OANLX performance across multiple time periods: 1-month 7.50%, YTD 20.80%, 1-year 29.90%, 3-year 23.91%, 5-year 11.84%, 10-year 11.70%.

OANLX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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