OAZLX Mutual Fund

OAZLX Mutual Fund

NAV$104.02
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+1.66%
3 Months
+9.46%
6 Months
+0.79%
YTD
+0.75%
1 Year
+12.00%
3 Years (annualized)
+14.91%
5 Years (annualized)
+9.46%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+0.75%
Peer Avg (YTD)
+9.49%
vs Peers
-8.74%

OAZLX Mutual Fund Performance

OAZLX performance across multiple time periods: 1-month 1.66%, YTD 0.75%, 1-year 12.00%, 3-year 14.91%, 5-year 9.46%.

OAZLX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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