OYMIX Mutual Fund

OYMIX Mutual Fund

NAV$13.05
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Returns Overview

1 Month
+0.15%
3 Months
+0.08%
6 Months
+2.72%
YTD
+8.27%
1 Year
+10.13%
3 Years (annualized)
+14.45%
5 Years (annualized)
+4.51%
10 Years (annualized)
+7.24%

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)
+8.27%
Peer Avg (YTD)
+5.30%
vs Peers
+2.96%

OYMIX Mutual Fund Performance

OYMIX performance across multiple time periods: 1-month 0.15%, YTD 8.27%, 1-year 10.13%, 3-year 14.45%, 5-year 4.51%, 10-year 7.24%.

OYMIX returns outperform the peer average of 5.30% 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.