OAZLX Mutual Fund

OAZLX Mutual Fund

NAV$109.36
See how much of OAZLX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+8.99%
3 Months
+12.71%
6 Months
+10.54%
YTD
+9.81%
1 Year
+22.28%
3 Years (annualized)
+15.70%
5 Years (annualized)
+11.04%
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
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)
+9.81%
Peer Avg (YTD)
+11.41%
vs Peers
-1.61%

OAZLX Mutual Fund Performance

OAZLX performance across multiple time periods: 1-month 8.99%, YTD 9.81%, 1-year 22.28%, 3-year 15.70%, 5-year 11.04%, 10-year 11.64%.

OAZLX returns trail the peer average of 11.41% 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.