OAYWX Mutual Fund

NAV$27.18

Returns Overview

1 Month
-0.36%
3 Months
+3.80%
6 Months
-4.56%
YTD
-5.28%
1 Year
+1.60%
3 Years (annualized)
+8.82%
5 Years (annualized)
+3.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OAYWX 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 World Index (Net)
This Mutual Fund (YTD)
-5.28%
Peer Avg (YTD)
+8.71%
vs Peers
-14.00%

OAYWX Mutual Fund Performance

OAYWX performance across multiple time periods: 1-month -0.36%, YTD -5.28%, 1-year 1.60%, 3-year 8.82%, 5-year 3.06%.

OAYWX returns trail the peer average of 8.71% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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