OANMX Mutual Fund

OANMX Mutual Fund

NAV$186.21
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+0.91%
3 Months
+2.50%
6 Months
+0.03%
YTD
-0.24%
1 Year
+8.27%
3 Years (annualized)
+14.06%
5 Years (annualized)
+10.10%

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
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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-0.24%
Peer Avg (YTD)
+9.49%
vs Peers
-9.73%

OANMX Mutual Fund Performance

OANMX performance across multiple time periods: 1-month 0.91%, YTD -0.24%, 1-year 8.27%, 3-year 14.06%, 5-year 10.10%.

OANMX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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