OAYLX Mutual Fund

OAYLX Mutual Fund

NAV$104.87
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Returns Overview

1 Month
-6.32%
3 Months
+11.52%
6 Months
+22.04%
YTD
+12.28%
1 Year
+21.81%
3 Years (annualized)
+19.40%
5 Years (annualized)
+12.01%
10 Years (annualized)
+11.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OAYLX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.28%
Peer Avg (YTD)
+10.00%
vs Peers
+2.28%

OAYLX Mutual Fund Performance

OAYLX performance across multiple time periods: 1-month -6.32%, YTD 12.28%, 1-year 21.81%, 3-year 19.40%, 5-year 12.01%, 10-year 11.61%.

OAYLX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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