ONMIX Mutual Fund

ONMIX Mutual Fund

NAV$12.93
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Returns Overview

1 Month
-0.77%
3 Months
+2.54%
6 Months
+6.07%
YTD
+7.84%
1 Year
+15.26%
3 Years (annualized)
+10.67%
5 Years (annualized)
+4.29%
10 Years (annualized)
+6.58%

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)
+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 10.67%, 5-year 4.29%, 10-year 6.58%.

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.