OAYIX Mutual Fund

OAYIX Mutual Fund

NAV$32.75
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Returns Overview

1 Month
+2.06%
3 Months
+6.91%
6 Months
+3.08%
YTD
+7.90%
1 Year
+16.00%
3 Years (annualized)
+12.23%
5 Years (annualized)
+6.29%
10 Years (annualized)
+7.92%

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
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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 EAFE Index (Net)
This Mutual Fund (YTD)
+7.90%
Peer Avg (YTD)
+12.12%
vs Peers
-4.22%

OAYIX Mutual Fund Performance

OAYIX performance across multiple time periods: 1-month 2.06%, YTD 7.90%, 1-year 16.00%, 3-year 12.23%, 5-year 6.29%, 10-year 7.92%.

OAYIX returns trail the peer average of 12.12% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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