OAYGX Mutual Fund

OAYGX Mutual Fund

NAV$42.72
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Returns Overview

1 Month
-0.08%
3 Months
+7.95%
6 Months
+1.95%
YTD
+1.56%
1 Year
+11.77%
3 Years (annualized)
+8.03%
5 Years (annualized)
+4.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OAYGX 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
MSCI World Index (Net)
This Mutual Fund (YTD)
+1.56%
Peer Avg (YTD)
+9.49%
vs Peers
-7.93%

OAYGX Mutual Fund Performance

OAYGX performance across multiple time periods: 1-month -0.08%, YTD 1.56%, 1-year 11.77%, 3-year 8.03%, 5-year 4.03%.

OAYGX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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