ONMIX Mutual Fund

NAV$13.13

Returns Overview

1 Month
+0.31%
3 Months
+9.50%
6 Months
+9.22%
YTD
+8.67%
1 Year
+16.05%
3 Years (annualized)
+11.67%
5 Years (annualized)
+4.07%
10 Years (annualized)
+6.98%

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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg Barclays Global Aggregate (USD Hedged) Index(LEGATRUH)
This Mutual Fund (YTD)
+8.67%
Peer Avg (YTD)
+5.87%
vs Peers
+2.81%

ONMIX Mutual Fund Performance

ONMIX performance across multiple time periods: 1-month 0.31%, YTD 8.67%, 1-year 16.05%, 3-year 11.67%, 5-year 4.07%, 10-year 6.98%.

ONMIX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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