OAYBX Mutual Fund

OAYBX Mutual Fund

NAV$40.33
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Returns Overview

1 Month
-5.14%
3 Months
+1.71%
6 Months
+6.07%
YTD
+2.69%
1 Year
+6.21%
3 Years (annualized)
+11.50%
5 Years (annualized)
+6.30%
10 Years (annualized)
+8.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OAYBX 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 Government/Credit Index(^BBGUSGCI)
This Mutual Fund (YTD)
+2.69%
Peer Avg (YTD)
+6.10%
vs Peers
-3.41%

OAYBX Mutual Fund Performance

OAYBX performance across multiple time periods: 1-month -5.14%, YTD 2.69%, 1-year 6.21%, 3-year 11.50%, 5-year 6.30%, 10-year 8.82%.

OAYBX returns trail the peer average of 6.10% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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