OAZMX Mutual Fund

NAV$185.53

Returns Overview

1 Month
+0.91%
3 Months
+2.51%
6 Months
+0.06%
YTD
-0.21%
1 Year
+8.33%
3 Years (annualized)
+14.12%
5 Years (annualized)
+10.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OAZMX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-0.21%
Peer Avg (YTD)
+9.49%
vs Peers
-9.70%

OAZMX Mutual Fund Performance

OAZMX performance across multiple time periods: 1-month 0.91%, YTD -0.21%, 1-year 8.33%, 3-year 14.12%, 5-year 10.15%.

OAZMX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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