OAKBX Mutual Fund

NAV$41.00

Returns Overview

1 Month
+0.18%
3 Months
+4.20%
6 Months
+0.93%
YTD
+0.82%
1 Year
+7.27%
3 Years (annualized)
+9.15%
5 Years (annualized)
+5.08%
10 Years (annualized)
+8.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OAKBX 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 Government/Credit Index(^BBGUSGCI)
This Mutual Fund (YTD)
+0.82%
Peer Avg (YTD)
+6.73%
vs Peers
-5.90%

OAKBX Mutual Fund Performance

OAKBX performance across multiple time periods: 1-month 0.18%, YTD 0.82%, 1-year 7.27%, 3-year 9.15%, 5-year 5.08%, 10-year 8.47%.

OAKBX returns trail the peer average of 6.73% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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