OYAIX Mutual Fund

NAV$18.06

Returns Overview

1 Month
+0.51%
3 Months
+13.58%
6 Months
+12.57%
YTD
+11.65%
1 Year
+21.40%
3 Years (annualized)
+14.76%
5 Years (annualized)
+6.72%
10 Years (annualized)
+9.76%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI All Country World Index (net div)
This Mutual Fund (YTD)
+11.65%
Peer Avg (YTD)
+6.73%
vs Peers
+4.93%

OYAIX Mutual Fund Performance

OYAIX performance across multiple time periods: 1-month 0.51%, YTD 11.65%, 1-year 21.40%, 3-year 14.76%, 5-year 6.72%, 10-year 9.76%.

OYAIX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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