OYMIX Mutual Fund

OYMIX Mutual Fund

NAV$13.53
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Returns Overview

1 Month
-0.68%
3 Months
+2.64%
6 Months
+6.36%
YTD
+8.18%
1 Year
+15.85%
3 Years (annualized)
+11.23%
5 Years (annualized)
+4.80%
10 Years (annualized)
+7.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OYMIX 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
Bloomberg Barclays Global Aggregate (USD Hedged) Index(LEGATRUH)
This Mutual Fund (YTD)
+8.18%
Peer Avg (YTD)
+5.54%
vs Peers
+2.65%

OYMIX Mutual Fund Performance

OYMIX performance across multiple time periods: 1-month -0.68%, YTD 8.18%, 1-year 15.85%, 3-year 11.23%, 5-year 4.80%, 10-year 7.07%.

OYMIX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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