OKMUX Mutual Fund

OKMUX Mutual Fund

NAV$9.79
See how much of OKMUX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.59%
3 Months
-1.57%
6 Months
-2.25%
YTD
-0.26%
1 Year
+4.58%
3 Years (annualized)
+2.80%
5 Years (annualized)
-0.51%
10 Years (annualized)
+0.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OKMUX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg U.S Municipal Bond Index
This Mutual Fund (YTD)
-0.26%
Peer Avg (YTD)
+0.15%
vs Peers
-0.41%

OKMUX Mutual Fund Performance

OKMUX performance across multiple time periods: 1-month -0.59%, YTD -0.26%, 1-year 4.58%, 3-year 2.80%, 5-year -0.51%, 10-year 0.81%.

OKMUX returns trail the peer average of 0.15% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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