OAZIX Mutual Fund

OAZIX Mutual Fund

NAV$35.11
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Returns Overview

1 Month
+5.07%
3 Months
+7.37%
6 Months
+3.65%
YTD
+5.78%
1 Year
+17.03%
3 Years (annualized)
+9.47%
5 Years (annualized)
+5.89%
10 Years (annualized)
+7.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OAZIX 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 EAFE Index (Net)
This Mutual Fund (YTD)
+5.78%
Peer Avg (YTD)
+11.12%
vs Peers
-5.34%

OAZIX Mutual Fund Performance

OAZIX performance across multiple time periods: 1-month 5.07%, YTD 5.78%, 1-year 17.03%, 3-year 9.47%, 5-year 5.89%, 10-year 7.95%.

OAZIX returns trail the peer average of 11.12% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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