OKMIX Mutual Fund

OKMIX Mutual Fund

NAV$10.36
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Returns Overview

1 Month
+3.95%
3 Months
-1.03%
6 Months
-1.68%
YTD
-0.56%
1 Year
+0.03%
3 Years (annualized)
+4.28%
5 Years (annualized)
-0.14%
10 Years (annualized)
+1.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OKMIX 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
Bloomberg U.S Municipal Bond Index
This Mutual Fund (YTD)
-0.56%
Peer Avg (YTD)
-0.87%
vs Peers
+0.31%

OKMIX Mutual Fund Performance

OKMIX performance across multiple time periods: 1-month 3.95%, YTD -0.56%, 1-year 0.03%, 3-year 4.28%, 5-year -0.14%, 10-year 1.08%.

OKMIX returns outperform the peer average of -0.87% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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