OAKGX Mutual Fund

OAKGX Mutual Fund

NAV$41.13
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Returns Overview

1 Month
-5.62%
3 Months
+1.68%
6 Months
+9.70%
YTD
+3.16%
1 Year
+8.97%
3 Years (annualized)
+11.67%
5 Years (annualized)
+7.56%
10 Years (annualized)
+10.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OAKGX 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 World Index (Net)
This Mutual Fund (YTD)
+3.16%
Peer Avg (YTD)
+10.00%
vs Peers
-6.84%

OAKGX Mutual Fund Performance

OAKGX performance across multiple time periods: 1-month -5.62%, YTD 3.16%, 1-year 8.97%, 3-year 11.67%, 5-year 7.56%, 10-year 10.35%.

OAKGX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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