OANWX Mutual Fund

OANWX Mutual Fund

NAV$26.18
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Returns Overview

1 Month
+4.13%
3 Months
+10.04%
6 Months
+4.25%
YTD
+4.60%
1 Year
+9.90%
3 Years (annualized)
+11.52%
5 Years (annualized)
+4.65%
10 Years (annualized)
+8.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OANWX 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
MSCI World Index (Net)
This Mutual Fund (YTD)
+4.60%
Peer Avg (YTD)
+12.12%
vs Peers
-7.52%

OANWX Mutual Fund Performance

OANWX performance across multiple time periods: 1-month 4.13%, YTD 4.60%, 1-year 9.90%, 3-year 11.52%, 5-year 4.65%, 10-year 8.82%.

OANWX returns trail the peer average of 12.12% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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