OAKWX Mutual Fund

NAV$25.61

Returns Overview

1 Month
-0.40%
3 Months
+3.76%
6 Months
-4.67%
YTD
-5.39%
1 Year
+1.42%
3 Years (annualized)
+8.62%
5 Years (annualized)
+2.88%
10 Years (annualized)
+8.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OAKWX 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)
-5.39%
Peer Avg (YTD)
+8.71%
vs Peers
-14.10%

OAKWX Mutual Fund Performance

OAKWX performance across multiple time periods: 1-month -0.40%, YTD -5.39%, 1-year 1.42%, 3-year 8.62%, 5-year 2.88%, 10-year 8.55%.

OAKWX returns trail the peer average of 8.71% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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