OAYLX Mutual Fund

OAYLX Mutual Fund

NAV$106.97
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Returns Overview

1 Month
+8.98%
3 Months
+12.68%
6 Months
+10.46%
YTD
+9.72%
1 Year
+22.11%
3 Years (annualized)
+15.52%
5 Years (annualized)
+10.87%
10 Years (annualized)
+11.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OAYLX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.72%
Peer Avg (YTD)
+11.41%
vs Peers
-1.69%

OAYLX Mutual Fund Performance

OAYLX performance across multiple time periods: 1-month 8.98%, YTD 9.72%, 1-year 22.11%, 3-year 15.52%, 5-year 10.87%, 10-year 11.61%.

OAYLX returns trail the peer average of 11.41% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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