OAKCX Mutual Fund

OAKCX Mutual Fund

NAV$8.53
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Returns Overview

1 Month
-2.66%
3 Months
-3.55%
6 Months
-2.62%
YTD
-2.67%
1 Year
-1.69%
3 Years (annualized)
+4.46%
5 Years (annualized)
+0.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OAKCX 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 Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-2.67%
Peer Avg (YTD)
+0.50%
vs Peers
-3.17%

OAKCX Mutual Fund Performance

OAKCX performance across multiple time periods: 1-month -2.66%, YTD -2.67%, 1-year -1.69%, 3-year 4.46%, 5-year 0.92%.

OAKCX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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