OAYLX Mutual Fund

NAV$84.30

Returns Overview

1 Month
-3.11%
3 Months
+1.45%
6 Months
+4.88%
YTD
-3.76%
1 Year
+6.91%
3 Years
+17.71%
5 Years
+11.13%

Risk Metrics (5-Year)

No risk data available for this ETF

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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-3.76%
Peer Avg (YTD)
+5.12%
vs Peers
-8.87%

OAYLX Mutual Fund Performance

OAYLX performance across multiple time periods: 1-month -3.11%, YTD -3.76%, 1-year 6.91%, 3-year 17.71%, 5-year 11.13%.

OAYLX returns trail the peer average of 5.12% 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.