OFAFX Mutual Fund

NAV$29.40

Returns Overview

1 Month
+1.74%
3 Months
-1.03%
6 Months
+7.74%
YTD
+4.25%
1 Year
+17.21%
3 Years (annualized)
+10.76%
5 Years (annualized)
+2.87%
10 Years (annualized)
+8.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OFAFX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.25%
Peer Avg (YTD)
+8.42%
vs Peers
-4.17%

OFAFX Mutual Fund Performance

OFAFX performance across multiple time periods: 1-month 1.74%, YTD 4.25%, 1-year 17.21%, 3-year 10.76%, 5-year 2.87%, 10-year 8.64%.

OFAFX returns trail the peer average of 8.42% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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