ONIFX Mutual Fund

ONIFX Mutual Fund

NAV$32.30
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Returns Overview

1 Month
-1.34%
3 Months
+2.63%
6 Months
+5.08%
YTD
+6.86%
1 Year
+15.53%
3 Years (annualized)
+13.85%
5 Years (annualized)
+8.33%
10 Years (annualized)
+11.38%

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)
+6.86%
Peer Avg (YTD)
+6.57%
vs Peers
+0.28%

ONIFX Mutual Fund Performance

ONIFX performance across multiple time periods: 1-month -1.34%, YTD 6.86%, 1-year 15.53%, 3-year 13.85%, 5-year 8.33%, 10-year 11.38%.

ONIFX returns outperform the peer average of 6.57% 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.