OAZEX Mutual Fund

NAV$21.99

Returns Overview

1 Month
+5.11%
3 Months
+4.22%
6 Months
-1.65%
YTD
+0.55%
1 Year
+2.05%
3 Years (annualized)
+10.85%
5 Years (annualized)
+5.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OAZEX 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
MSCI World ex US Small Cap Index(NET)(^MWEUSCI)
This Mutual Fund (YTD)
+0.55%
Peer Avg (YTD)
+9.16%
vs Peers
-8.61%

OAZEX Mutual Fund Performance

OAZEX performance across multiple time periods: 1-month 5.11%, YTD 0.55%, 1-year 2.05%, 3-year 10.85%, 5-year 5.29%.

OAZEX returns trail the peer average of 9.16% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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