OEMAX Mutual Fund

OEMAX Mutual Fund

NAV$5.41
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Returns Overview

1 Month
-0.10%
3 Months
+1.56%
6 Months
-1.38%
YTD
+0.66%
1 Year
+8.64%
3 Years (annualized)
+5.04%
5 Years (annualized)
+2.53%
10 Years (annualized)
+2.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OEMAX 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
Bloomberg Global Aggregate ex-US Index
This Mutual Fund (YTD)
+0.66%
Peer Avg (YTD)
+2.32%
vs Peers
-1.66%

OEMAX Mutual Fund Performance

OEMAX performance across multiple time periods: 1-month -0.10%, YTD 0.66%, 1-year 8.64%, 3-year 5.04%, 5-year 2.53%, 10-year 2.62%.

OEMAX returns trail the peer average of 2.32% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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