OASDX Mutual Fund

OASDX Mutual Fund

NAV$10.73
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Returns Overview

1 Month
-4.01%
3 Months
-3.85%
6 Months
-2.41%
YTD
-4.01%
1 Year
+9.63%
3 Years (annualized)
+12.21%
5 Years (annualized)
+9.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OASDX 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
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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)
-4.01%
Peer Avg (YTD)
-1.13%
vs Peers
-2.88%

OASDX Mutual Fund Performance

OASDX performance across multiple time periods: 1-month -4.01%, YTD -4.01%, 1-year 9.63%, 3-year 12.21%, 5-year 9.43%.

OASDX returns trail the peer average of -1.13% YTD. With an expense ratio of 1.58%, investors should weigh costs against performance when evaluating this mutual fund.

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