OAYIX Mutual Fund

NAV$35.20

Returns Overview

1 Month
-0.27%
3 Months
+7.95%
6 Months
+1.05%
YTD
+0.65%
1 Year
+10.17%
3 Years (annualized)
+9.04%
5 Years (annualized)
+4.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OAYIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI EAFE Index (Net)
This Mutual Fund (YTD)
+0.65%
Peer Avg (YTD)
+8.71%
vs Peers
-8.07%

OAYIX Mutual Fund Performance

OAYIX performance across multiple time periods: 1-month -0.27%, YTD 0.65%, 1-year 10.17%, 3-year 9.04%, 5-year 4.33%.

OAYIX returns trail the peer average of 8.71% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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