OAYWX Mutual Fund

OAYWX Mutual Fund

NAV$26.39
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Returns Overview

1 Month
+4.13%
3 Months
+10.00%
6 Months
+4.21%
YTD
+4.57%
1 Year
+9.80%
3 Years (annualized)
+11.44%
5 Years (annualized)
+4.58%
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)
+4.57%
Peer Avg (YTD)
+12.12%
vs Peers
-7.55%

OAYWX Mutual Fund Performance

OAYWX performance across multiple time periods: 1-month 4.13%, YTD 4.57%, 1-year 9.80%, 3-year 11.44%, 5-year 4.58%, 10-year 8.75%.

OAYWX returns trail the peer average of 12.12% 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.