ONAIX Mutual Fund

ONAIX Mutual Fund

NAV$17.78
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Returns Overview

1 Month
+2.18%
3 Months
+1.89%
6 Months
+8.39%
YTD
+13.00%
1 Year
+19.91%
3 Years (annualized)
+15.37%
5 Years (annualized)
+6.15%
10 Years (annualized)
+9.02%

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
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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
MSCI All Country World Index (net div)
This Mutual Fund (YTD)
+13.00%
Peer Avg (YTD)
+7.17%
vs Peers
+5.83%

ONAIX Mutual Fund Performance

ONAIX performance across multiple time periods: 1-month 2.18%, YTD 13.00%, 1-year 19.91%, 3-year 15.37%, 5-year 6.15%, 10-year 9.02%.

ONAIX returns outperform the peer average of 7.17% 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.