ONCFX Mutual Fund

NAV$13.43

Returns Overview

1 Month
+0.46%
3 Months
+4.64%
6 Months
+3.88%
YTD
+3.65%
1 Year
+8.86%
3 Years (annualized)
+8.73%
5 Years (annualized)
+3.92%
10 Years (annualized)
+5.61%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+3.65%
Peer Avg (YTD)
+4.14%
vs Peers
-0.50%

ONCFX Mutual Fund Performance

ONCFX performance across multiple time periods: 1-month 0.46%, YTD 3.65%, 1-year 8.86%, 3-year 8.73%, 5-year 3.92%, 10-year 5.61%.

ONCFX returns trail the peer average of 4.14% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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