ONMIX Mutual Fund

ONMIX Mutual Fund

NAV$13.21
See how much of ONMIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.77%
3 Months
+2.54%
6 Months
+6.07%
YTD
+7.84%
1 Year
+15.26%
3 Years (annualized)
+10.66%
5 Years (annualized)
+3.73%
10 Years (annualized)
+6.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ONMIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays Global Aggregate (USD Hedged) Index(LEGATRUH)
This Mutual Fund (YTD)
+7.84%
Peer Avg (YTD)
+5.54%
vs Peers
+2.30%

ONMIX Mutual Fund Performance

ONMIX performance across multiple time periods: 1-month -0.77%, YTD 7.84%, 1-year 15.26%, 3-year 10.66%, 5-year 3.73%, 10-year 6.57%.

ONMIX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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