OAYGX Mutual Fund

OAYGX Mutual Fund

NAV$43.08
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Returns Overview

1 Month
+3.64%
3 Months
+6.26%
6 Months
+2.49%
YTD
+5.26%
1 Year
+16.59%
3 Years (annualized)
+8.26%
5 Years (annualized)
+4.71%
10 Years (annualized)
+9.56%

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)
+5.26%
Peer Avg (YTD)
+11.41%
vs Peers
-6.16%

OAYGX Mutual Fund Performance

OAYGX performance across multiple time periods: 1-month 3.64%, YTD 5.26%, 1-year 16.59%, 3-year 8.26%, 5-year 4.71%, 10-year 9.56%.

OAYGX returns trail the peer average of 11.41% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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