OAYMX Mutual Fund

OAYMX Mutual Fund

NAV$192.14
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Returns Overview

1 Month
+6.23%
3 Months
+6.14%
6 Months
+6.17%
YTD
+5.94%
1 Year
+14.51%
3 Years (annualized)
+14.36%
5 Years (annualized)
+11.24%
10 Years (annualized)
+13.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OAYMX 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
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📉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)
+5.94%
Peer Avg (YTD)
+11.41%
vs Peers
-5.47%

OAYMX Mutual Fund Performance

OAYMX performance across multiple time periods: 1-month 6.23%, YTD 5.94%, 1-year 14.51%, 3-year 14.36%, 5-year 11.24%, 10-year 13.94%.

OAYMX returns trail the peer average of 11.41% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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