OAKLX Mutual Fund

NAV$84.47

Returns Overview

1 Month
-3.12%
3 Months
+1.41%
6 Months
+4.81%
YTD
-3.77%
1 Year
+6.78%
3 Years
+17.58%
5 Years
+10.99%
10 Years
+11.77%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would OAKLX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-3.77%
Peer Avg (YTD)
+5.12%
vs Peers
-8.89%

OAKLX Mutual Fund Performance

OAKLX performance across multiple time periods: 1-month -3.12%, YTD -3.77%, 1-year 6.78%, 3-year 17.58%, 5-year 10.99%, 10-year 11.77%.

OAKLX returns trail the peer average of 5.12% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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