OEQAX Mutual Fund

OEQAX Mutual Fund

NAV$11.38
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Returns Overview

1 Month
-3.60%
3 Months
+11.99%
6 Months
+13.61%
YTD
+10.62%
1 Year
+38.61%
3 Years (annualized)
+17.38%

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
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 Emerging Markets Net Total Return USD Index(M1EF)
This Mutual Fund (YTD)
+10.62%
Peer Avg (YTD)
+23.08%
vs Peers
-12.46%

OEQAX Mutual Fund Performance

OEQAX performance across multiple time periods: 1-month -3.60%, YTD 10.62%, 1-year 38.61%, 3-year 17.38%.

OEQAX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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