OYAIX Mutual Fund

OYAIX Mutual Fund

NAV$18.18
See how much of OYAIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.62%
3 Months
+4.05%
6 Months
+8.58%
YTD
+10.96%
1 Year
+20.58%
3 Years (annualized)
+13.46%
5 Years (annualized)
+6.39%
10 Years (annualized)
+9.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OYAIX 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
MSCI All Country World Index (net div)
This Mutual Fund (YTD)
+10.96%
Peer Avg (YTD)
+6.57%
vs Peers
+4.39%

OYAIX Mutual Fund Performance

OYAIX performance across multiple time periods: 1-month -0.62%, YTD 10.96%, 1-year 20.58%, 3-year 13.46%, 5-year 6.39%, 10-year 9.19%.

OYAIX returns outperform the peer average of 6.57% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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