OAZMX Mutual Fund

OAZMX Mutual Fund

NAV$191.09
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Returns Overview

1 Month
+6.24%
3 Months
+6.18%
6 Months
+6.23%
YTD
+6.01%
1 Year
+14.63%
3 Years (annualized)
+14.47%
5 Years (annualized)
+11.34%
10 Years (annualized)
+13.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OAZMX 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)
+6.01%
Peer Avg (YTD)
+11.41%
vs Peers
-5.40%

OAZMX Mutual Fund Performance

OAZMX performance across multiple time periods: 1-month 6.24%, YTD 6.01%, 1-year 14.63%, 3-year 14.47%, 5-year 11.34%, 10-year 13.94%.

OAZMX returns trail the peer average of 11.41% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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