OAKIX Mutual Fund

NAV$34.11

Returns Overview

1 Month
+4.03%
3 Months
+6.83%
6 Months
+1.55%
YTD
+4.57%
1 Year
+9.97%
3 Years (annualized)
+8.86%
5 Years (annualized)
+4.15%
10 Years (annualized)
+8.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OAKIX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI EAFE Index (Net)
This Mutual Fund (YTD)
+4.57%
Peer Avg (YTD)
+8.71%
vs Peers
-4.15%

OAKIX Mutual Fund Performance

OAKIX performance across multiple time periods: 1-month 4.03%, YTD 4.57%, 1-year 9.97%, 3-year 8.86%, 5-year 4.15%, 10-year 8.07%.

OAKIX returns trail the peer average of 8.71% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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