ONAIX Mutual Fund

NAV$17.91

Returns Overview

1 Month
+0.40%
3 Months
+13.36%
6 Months
+12.20%
YTD
+11.35%
1 Year
+20.79%
3 Years (annualized)
+14.17%
5 Years (annualized)
+6.17%
10 Years (annualized)
+9.12%

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
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI All Country World Index (net div)
This Mutual Fund (YTD)
+11.35%
Peer Avg (YTD)
+6.73%
vs Peers
+4.63%

ONAIX Mutual Fund Performance

ONAIX performance across multiple time periods: 1-month 0.40%, YTD 11.35%, 1-year 20.79%, 3-year 14.17%, 5-year 6.17%, 10-year 9.12%.

ONAIX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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