OAIEX Mutual Fund

OAIEX Mutual Fund

NAV$18.07
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Returns Overview

1 Month
-1.67%
3 Months
+0.83%
6 Months
+17.65%
YTD
+15.04%
1 Year
+20.13%
3 Years (annualized)
+20.04%
5 Years (annualized)
+6.70%
10 Years (annualized)
+8.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OAIEX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+15.04%
Peer Avg (YTD)
+9.29%
vs Peers
+5.75%

OAIEX Mutual Fund Performance

OAIEX performance across multiple time periods: 1-month -1.67%, YTD 15.04%, 1-year 20.13%, 3-year 20.04%, 5-year 6.70%, 10-year 8.70%.

OAIEX returns outperform the peer average of 9.29% YTD. With an expense ratio of 1.32%, investors should weigh costs against performance when evaluating this mutual fund.

OAIEX vs another fund shows side-by-side returns. OAIEX alternatives are available in the Mutual Fund Screener.