OHFIX Mutual Fund

OHFIX Mutual Fund

NAV$8.53
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Returns Overview

1 Month
-1.59%
3 Months
-1.09%
6 Months
-1.26%
YTD
-0.98%
1 Year
+2.30%
3 Years (annualized)
+4.17%
5 Years (annualized)
+0.12%
10 Years (annualized)
+1.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OHFIX 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 Barclays US Aggregate Bond Total Return USD(^BBUSATR)
This Mutual Fund (YTD)
-0.98%
Peer Avg (YTD)
+0.12%
vs Peers
-1.10%

OHFIX Mutual Fund Performance

OHFIX performance across multiple time periods: 1-month -1.59%, YTD -0.98%, 1-year 2.30%, 3-year 4.17%, 5-year 0.12%, 10-year 1.83%.

OHFIX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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