OAZLX Mutual Fund

OAZLX Mutual Fund

NAV$103.06
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Returns Overview

1 Month
+9.26%
3 Months
+21.07%
6 Months
+24.64%
YTD
+19.98%
1 Year
+30.81%
3 Years (annualized)
+19.57%
5 Years (annualized)
+12.17%
10 Years (annualized)
+11.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OAZLX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+19.98%
Peer Avg (YTD)
+12.44%
vs Peers
+7.54%

OAZLX Mutual Fund Performance

OAZLX performance across multiple time periods: 1-month 9.26%, YTD 19.98%, 1-year 30.81%, 3-year 19.57%, 5-year 12.17%, 10-year 11.64%.

OAZLX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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