OMIAX Mutual Fund

OMIAX Mutual Fund

NAV$9.71
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Returns Overview

1 Month
-0.59%
3 Months
-2.03%
6 Months
-3.24%
YTD
+0.18%
1 Year
+4.46%
3 Years (annualized)
+0.03%
5 Years (annualized)
-2.49%
10 Years (annualized)
-1.30%

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)
+0.18%
Peer Avg (YTD)
+0.15%
vs Peers
+0.03%

OMIAX Mutual Fund Performance

OMIAX performance across multiple time periods: 1-month -0.59%, YTD 0.18%, 1-year 4.46%, 3-year 0.03%, 5-year -2.49%, 10-year -1.30%.

OMIAX returns outperform the peer average of 0.15% 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.