OMIAX Mutual Fund

OMIAX Mutual Fund

NAV$10.17
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Returns Overview

1 Month
-1.85%
3 Months
-0.42%
6 Months
-0.00%
YTD
+0.39%
1 Year
+5.21%
3 Years (annualized)
+2.71%
5 Years (annualized)
+0.20%
10 Years (annualized)
+1.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OMIAX 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
Morningstar Municipal Single State Intermediate Funds Average
This Mutual Fund (YTD)
+0.39%
Peer Avg (YTD)
+0.23%
vs Peers
+0.16%

OMIAX Mutual Fund Performance

OMIAX performance across multiple time periods: 1-month -1.85%, YTD 0.39%, 1-year 5.21%, 3-year 2.71%, 5-year 0.20%, 10-year 1.39%.

OMIAX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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