OMFYX Mutual Fund

OMFYX Mutual Fund

NAV$6.26
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Returns Overview

1 Month
-0.38%
3 Months
-1.12%
6 Months
-1.33%
YTD
+0.86%
1 Year
+5.75%
3 Years (annualized)
+3.42%
5 Years (annualized)
+0.02%
10 Years (annualized)
+3.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OMFYX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Municipal Bond 5+ Year Investment Grade Index(^SAPI5Y:SP)
This Mutual Fund (YTD)
+0.86%
Peer Avg (YTD)
+0.15%
vs Peers
+0.71%

OMFYX Mutual Fund Performance

OMFYX performance across multiple time periods: 1-month -0.38%, YTD 0.86%, 1-year 5.75%, 3-year 3.42%, 5-year 0.02%, 10-year 3.31%.

OMFYX returns outperform the peer average of 0.15% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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