OAKIX Mutual Fund

OAKIX Mutual Fund

NAV$33.45
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Returns Overview

1 Month
-6.09%
3 Months
+0.64%
6 Months
+8.58%
YTD
+1.23%
1 Year
+6.51%
3 Years (annualized)
+12.03%
5 Years (annualized)
+6.11%
10 Years (annualized)
+7.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OAKIX 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 EAFE Index (Net)
This Mutual Fund (YTD)
+1.23%
Peer Avg (YTD)
+9.89%
vs Peers
-8.67%

OAKIX Mutual Fund Performance

OAKIX performance across multiple time periods: 1-month -6.09%, YTD 1.23%, 1-year 6.51%, 3-year 12.03%, 5-year 6.11%, 10-year 7.69%.

OAKIX returns trail the peer average of 9.89% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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