OYAIX Mutual Fund

OYAIX Mutual Fund

NAV$18.03
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Returns Overview

1 Month
+2.20%
3 Months
+2.09%
6 Months
+8.71%
YTD
+13.41%
1 Year
+20.59%
3 Years (annualized)
+15.41%
5 Years (annualized)
+6.38%
10 Years (annualized)
+9.41%

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
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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
MSCI All Country World Index (net div)
This Mutual Fund (YTD)
+13.41%
Peer Avg (YTD)
+7.17%
vs Peers
+6.24%

OYAIX Mutual Fund Performance

OYAIX performance across multiple time periods: 1-month 2.20%, YTD 13.41%, 1-year 20.59%, 3-year 15.41%, 5-year 6.38%, 10-year 9.41%.

OYAIX returns outperform the peer average of 7.17% 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.