OAYBX Mutual Fund

NAV$41.05

Returns Overview

1 Month
+0.23%
3 Months
+4.29%
6 Months
+1.04%
YTD
+0.96%
1 Year
+7.52%
3 Years (annualized)
+9.37%
5 Years (annualized)
+5.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OAYBX 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)
+0.96%
Peer Avg (YTD)
+6.73%
vs Peers
-5.76%

OAYBX Mutual Fund Performance

OAYBX performance across multiple time periods: 1-month 0.23%, YTD 0.96%, 1-year 7.52%, 3-year 9.37%, 5-year 5.30%.

OAYBX returns trail the peer average of 6.73% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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