OAZWX Mutual Fund

NAV$25.61

Returns Overview

1 Month
+4.28%
3 Months
+2.73%
6 Months
-6.70%
YTD
-3.36%
1 Year
+1.72%
3 Years (annualized)
+8.93%
5 Years (annualized)
+3.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OAZWX 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
MSCI World Index (Net)
This Mutual Fund (YTD)
-3.36%
Peer Avg (YTD)
+8.71%
vs Peers
-12.07%

OAZWX Mutual Fund Performance

OAZWX performance across multiple time periods: 1-month 4.28%, YTD -3.36%, 1-year 1.72%, 3-year 8.93%, 5-year 3.18%.

OAZWX returns trail the peer average of 8.71% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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