OFALX Mutual Fund

NAV$19.10

Returns Overview

1 Month
+1.69%
3 Months
-1.27%
6 Months
+7.22%
YTD
+3.84%
1 Year
+16.06%
3 Years (annualized)
+10.60%
5 Years (annualized)
+6.13%
10 Years (annualized)
+10.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OFALX 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)
+3.84%
Peer Avg (YTD)
+8.42%
vs Peers
-4.58%

OFALX Mutual Fund Performance

OFALX performance across multiple time periods: 1-month 1.69%, YTD 3.84%, 1-year 16.06%, 3-year 10.60%, 5-year 6.13%, 10-year 10.24%.

OFALX returns trail the peer average of 8.42% YTD. With an expense ratio of 2.18%, investors should weigh costs against performance when evaluating this mutual fund.

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