OAKBX Mutual Fund

OAKBX Mutual Fund

NAV$40.38
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Returns Overview

1 Month
-5.17%
3 Months
+1.68%
6 Months
+5.95%
YTD
+2.51%
1 Year
+5.99%
3 Years (annualized)
+11.69%
5 Years (annualized)
+7.42%
10 Years (annualized)
+9.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OAKBX 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
Bloomberg US Government/Credit Index(^BBGUSGCI)
This Mutual Fund (YTD)
+2.51%
Peer Avg (YTD)
+6.10%
vs Peers
-3.59%

OAKBX Mutual Fund Performance

OAKBX performance across multiple time periods: 1-month -5.17%, YTD 2.51%, 1-year 5.99%, 3-year 11.69%, 5-year 7.42%, 10-year 9.37%.

OAKBX returns trail the peer average of 6.10% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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