ONAIX Mutual Fund

ONAIX Mutual Fund

NAV$17.95
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Returns Overview

1 Month
-0.68%
3 Months
+3.87%
6 Months
+8.26%
YTD
+10.59%
1 Year
+19.88%
3 Years (annualized)
+12.86%
5 Years (annualized)
+5.85%
10 Years (annualized)
+8.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ONAIX 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
MSCI All Country World Index (net div)
This Mutual Fund (YTD)
+10.59%
Peer Avg (YTD)
+6.57%
vs Peers
+4.02%

ONAIX Mutual Fund Performance

ONAIX performance across multiple time periods: 1-month -0.68%, YTD 10.59%, 1-year 19.88%, 3-year 12.86%, 5-year 5.85%, 10-year 8.55%.

ONAIX returns outperform the peer average of 6.57% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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