OAZWX Mutual Fund

OAZWX Mutual Fund

NAV$27.78
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Returns Overview

1 Month
+2.88%
3 Months
+2.03%
6 Months
+8.68%
YTD
+2.53%
1 Year
+9.28%
3 Years (annualized)
+14.07%
5 Years (annualized)
+4.11%
10 Years (annualized)
+8.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OAZWX 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 World Index (Net)
This Mutual Fund (YTD)
+2.53%
Peer Avg (YTD)
+11.91%
vs Peers
-9.38%

OAZWX Mutual Fund Performance

OAZWX performance across multiple time periods: 1-month 2.88%, YTD 2.53%, 1-year 9.28%, 3-year 14.07%, 5-year 4.11%, 10-year 8.30%.

OAZWX returns trail the peer average of 11.91% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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