ONIFX Mutual Fund

ONIFX Mutual Fund

NAV$32.03
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Returns Overview

1 Month
+1.80%
3 Months
+1.40%
6 Months
+6.34%
YTD
+9.07%
1 Year
+14.89%
3 Years (annualized)
+20.08%
5 Years (annualized)
+13.61%
10 Years (annualized)
+18.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ONIFX 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)
+9.07%
Peer Avg (YTD)
+7.17%
vs Peers
+1.90%

ONIFX Mutual Fund Performance

ONIFX performance across multiple time periods: 1-month 1.80%, YTD 9.07%, 1-year 14.89%, 3-year 20.08%, 5-year 13.61%, 10-year 18.27%.

ONIFX returns outperform the peer average of 7.17% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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