OAMIX Mutual Fund

OAMIX Mutual Fund

NAV$13.20
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Returns Overview

1 Month
-1.73%
3 Months
-0.83%
6 Months
+8.65%
YTD
+7.93%
1 Year
+11.06%
3 Years (annualized)
+12.41%
5 Years (annualized)
+4.58%
10 Years (annualized)
+7.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OAMIX 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
PROUpgrade to run
🏦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 Barclays Global Aggregate (USD Hedged) Index(LEGATRUH)
This Mutual Fund (YTD)
+7.93%
Peer Avg (YTD)
+4.96%
vs Peers
+2.96%

OAMIX Mutual Fund Performance

OAMIX performance across multiple time periods: 1-month -1.73%, YTD 7.93%, 1-year 11.06%, 3-year 12.41%, 5-year 4.58%, 10-year 7.07%.

OAMIX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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