OEMAX Mutual Fund

OEMAX Mutual Fund

NAV$5.26
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Returns Overview

1 Month
+0.81%
3 Months
+0.98%
6 Months
-2.40%
YTD
+1.48%
1 Year
+6.81%
3 Years (annualized)
+6.40%
5 Years (annualized)
+2.50%
10 Years (annualized)
+2.69%

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
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📉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)
+1.48%
Peer Avg (YTD)
+2.96%
vs Peers
-1.48%

OEMAX Mutual Fund Performance

OEMAX performance across multiple time periods: 1-month 0.81%, YTD 1.48%, 1-year 6.81%, 3-year 6.40%, 5-year 2.50%, 10-year 2.69%.

OEMAX returns trail the peer average of 2.96% 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.