ONIFX Mutual Fund

NAV$32.44

Returns Overview

1 Month
+0.82%
3 Months
+11.94%
6 Months
+9.01%
YTD
+8.31%
1 Year
+18.19%
3 Years (annualized)
+15.45%
5 Years (annualized)
+8.80%
10 Years (annualized)
+11.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ONIFX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+8.31%
Peer Avg (YTD)
+6.73%
vs Peers
+1.58%

ONIFX Mutual Fund Performance

ONIFX performance across multiple time periods: 1-month 0.82%, YTD 8.31%, 1-year 18.19%, 3-year 15.45%, 5-year 8.80%, 10-year 11.97%.

ONIFX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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