ONMIX Mutual Fund

ONMIX Mutual Fund

NAV$13.08
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Returns Overview

1 Month
+1.70%
3 Months
+1.23%
6 Months
+5.71%
YTD
+9.67%
1 Year
+15.06%
3 Years (annualized)
+9.05%
5 Years (annualized)
+0.20%
10 Years (annualized)
+1.86%

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
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📉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
Bloomberg Barclays Global Aggregate (USD Hedged) Index(LEGATRUH)
This Mutual Fund (YTD)
+9.67%
Peer Avg (YTD)
+6.28%
vs Peers
+3.39%

ONMIX Mutual Fund Performance

ONMIX performance across multiple time periods: 1-month 1.70%, YTD 9.67%, 1-year 15.06%, 3-year 9.05%, 5-year 0.20%, 10-year 1.86%.

ONMIX returns outperform the peer average of 6.28% 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.