OAYWX Mutual Fund

OAYWX Mutual Fund

NAV$27.79
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Returns Overview

1 Month
+6.02%
3 Months
+6.48%
6 Months
-2.63%
YTD
+0.42%
1 Year
+9.06%
3 Years (annualized)
+8.83%
5 Years (annualized)
+4.04%
10 Years (annualized)
+8.75%

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
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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 World Index (Net)
This Mutual Fund (YTD)
+0.42%
Peer Avg (YTD)
+11.12%
vs Peers
-10.70%

OAYWX Mutual Fund Performance

OAYWX performance across multiple time periods: 1-month 6.02%, YTD 0.42%, 1-year 9.06%, 3-year 8.83%, 5-year 4.04%, 10-year 8.75%.

OAYWX returns trail the peer average of 11.12% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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