OAKGX Mutual Fund

NAV$39.79

Returns Overview

1 Month
+1.53%
3 Months
+3.03%
6 Months
-2.04%
YTD
+1.43%
1 Year
+11.57%
3 Years (annualized)
+7.82%
5 Years (annualized)
+3.84%
10 Years (annualized)
+9.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OAKGX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI World Index (Net)
This Mutual Fund (YTD)
+1.43%
Peer Avg (YTD)
+9.49%
vs Peers
-8.06%

OAKGX Mutual Fund Performance

OAKGX performance across multiple time periods: 1-month 1.53%, YTD 1.43%, 1-year 11.57%, 3-year 7.82%, 5-year 3.84%, 10-year 9.29%.

OAKGX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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