OAZBX Mutual Fund

OAZBX Mutual Fund

NAV$39.66
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Returns Overview

1 Month
+3.32%
3 Months
+7.49%
6 Months
+7.91%
YTD
+8.30%
1 Year
+12.47%
3 Years (annualized)
+12.01%
5 Years (annualized)
+6.60%
10 Years (annualized)
+8.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OAZBX 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
Bloomberg US Government/Credit Index(^BBGUSGCI)
This Mutual Fund (YTD)
+8.30%
Peer Avg (YTD)
+7.17%
vs Peers
+1.12%

OAZBX Mutual Fund Performance

OAZBX performance across multiple time periods: 1-month 3.32%, YTD 8.30%, 1-year 12.47%, 3-year 12.01%, 5-year 6.60%, 10-year 8.79%.

OAZBX returns outperform the peer average of 7.17% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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