OAYEX Mutual Fund

OAYEX Mutual Fund

NAV$22.40
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Returns Overview

1 Month
-5.16%
3 Months
+6.11%
6 Months
+11.33%
YTD
+2.10%
1 Year
+3.81%
3 Years (annualized)
+12.95%
5 Years (annualized)
+6.00%
10 Years (annualized)
+8.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OAYEX 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 ex US Small Cap Index(NET)(^MWEUSCI)
This Mutual Fund (YTD)
+2.10%
Peer Avg (YTD)
+7.86%
vs Peers
-5.77%

OAYEX Mutual Fund Performance

OAYEX performance across multiple time periods: 1-month -5.16%, YTD 2.10%, 1-year 3.81%, 3-year 12.95%, 5-year 6.00%, 10-year 8.34%.

OAYEX returns trail the peer average of 7.86% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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