OAFIX Mutual Fund

NAV$8.30

Returns Overview

1 Month
+0.24%
3 Months
+0.96%
6 Months
+0.48%
YTD
+0.60%
1 Year
+3.68%
3 Years (annualized)
+4.16%
5 Years (annualized)
-0.31%
10 Years (annualized)
+1.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OAFIX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.60%
Peer Avg (YTD)
+3.23%
vs Peers
-2.63%

OAFIX Mutual Fund Performance

OAFIX performance across multiple time periods: 1-month 0.24%, YTD 0.60%, 1-year 3.68%, 3-year 4.16%, 5-year -0.31%, 10-year 1.58%.

OAFIX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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