OANEX Mutual Fund

OANEX Mutual Fund

NAV$22.34
See how much of OANEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.14%
3 Months
+6.18%
6 Months
+11.36%
YTD
+2.15%
1 Year
+3.90%
3 Years (annualized)
+13.03%
5 Years (annualized)
+5.68%
10 Years (annualized)
+8.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OANEX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World ex US Small Cap Index(NET)(^MWEUSCI)
This Mutual Fund (YTD)
+2.15%
Peer Avg (YTD)
+7.86%
vs Peers
-5.72%

OANEX Mutual Fund Performance

OANEX performance across multiple time periods: 1-month -5.14%, YTD 2.15%, 1-year 3.90%, 3-year 13.03%, 5-year 5.68%, 10-year 8.43%.

OANEX returns trail the peer average of 7.86% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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