OANMX Mutual Fund

OANMX Mutual Fund

NAV$192.25
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Returns Overview

1 Month
+6.24%
3 Months
+6.16%
6 Months
+6.21%
YTD
+5.98%
1 Year
+14.56%
3 Years (annualized)
+14.40%
5 Years (annualized)
+11.27%
10 Years (annualized)
+13.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OANMX 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
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📉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)
+5.98%
Peer Avg (YTD)
+11.41%
vs Peers
-5.43%

OANMX Mutual Fund Performance

OANMX performance across multiple time periods: 1-month 6.24%, YTD 5.98%, 1-year 14.56%, 3-year 14.40%, 5-year 11.27%, 10-year 13.99%.

OANMX returns trail the peer average of 11.41% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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