OEQAX Mutual Fund

OEQAX Mutual Fund

NAV$11.68
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Returns Overview

1 Month
-7.14%
3 Months
-5.29%
6 Months
-3.87%
YTD
+5.50%
1 Year
+26.38%
3 Years (annualized)
+12.30%
5 Years (annualized)
+5.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OEQAX 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
MSCI Emerging Markets Net Total Return USD Index(M1EF)
This Mutual Fund (YTD)
+5.50%
Peer Avg (YTD)
+17.66%
vs Peers
-12.16%

OEQAX Mutual Fund Performance

OEQAX performance across multiple time periods: 1-month -7.14%, YTD 5.50%, 1-year 26.38%, 3-year 12.30%, 5-year 5.09%.

OEQAX returns trail the peer average of 17.66% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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