ONCFX Mutual Fund

ONCFX Mutual Fund

NAV$13.47
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Returns Overview

1 Month
-0.94%
3 Months
+0.74%
6 Months
+1.82%
YTD
+2.67%
1 Year
+7.65%
3 Years (annualized)
+8.01%
5 Years (annualized)
+3.57%
10 Years (annualized)
+5.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ONCFX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+2.67%
Peer Avg (YTD)
+3.39%
vs Peers
-0.71%

ONCFX Mutual Fund Performance

ONCFX performance across multiple time periods: 1-month -0.94%, YTD 2.67%, 1-year 7.65%, 3-year 8.01%, 5-year 3.57%, 10-year 5.31%.

ONCFX returns trail the peer average of 3.39% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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