OAYEX Mutual Fund

NAV$22.74

Returns Overview

1 Month
+7.57%
3 Months
+8.70%
6 Months
+1.74%
YTD
+3.60%
1 Year
+1.93%
3 Years (annualized)
+10.73%
5 Years (annualized)
+5.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OAYEX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI World ex US Small Cap Index(NET)(^MWEUSCI)
This Mutual Fund (YTD)
+3.60%
Peer Avg (YTD)
+9.16%
vs Peers
-5.56%

OAYEX Mutual Fund Performance

OAYEX performance across multiple time periods: 1-month 7.57%, YTD 3.60%, 1-year 1.93%, 3-year 10.73%, 5-year 5.11%.

OAYEX returns trail the peer average of 9.16% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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