OAYLX Mutual Fund

NAV$100.38

Returns Overview

1 Month
+8.91%
3 Months
+15.37%
6 Months
+10.49%
YTD
+10.26%
1 Year
+11.83%
3 Years (annualized)
+14.74%
5 Years (annualized)
+9.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OAYLX 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)
+10.26%
Peer Avg (YTD)
+9.49%
vs Peers
+0.77%

OAYLX Mutual Fund Performance

OAYLX performance across multiple time periods: 1-month 8.91%, YTD 10.26%, 1-year 11.83%, 3-year 14.74%, 5-year 9.31%.

OAYLX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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