OEMAX Mutual Fund

OEMAX Mutual Fund

NAV$5.42
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Returns Overview

1 Month
+0.27%
3 Months
+4.86%
6 Months
+0.94%
YTD
+0.76%
1 Year
+6.87%
3 Years (annualized)
+6.04%
5 Years (annualized)
+2.33%
10 Years (annualized)
+2.73%

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)
+0.76%
Peer Avg (YTD)
+3.07%
vs Peers
-2.31%

OEMAX Mutual Fund Performance

OEMAX performance across multiple time periods: 1-month 0.27%, YTD 0.76%, 1-year 6.87%, 3-year 6.04%, 5-year 2.33%, 10-year 2.73%.

OEMAX returns trail the peer average of 3.07% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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