OAZBX Mutual Fund

OAZBX Mutual Fund

NAV$40.31
See how much of OAZBX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.15%
3 Months
+1.73%
6 Months
+6.09%
YTD
+2.72%
1 Year
+6.27%
3 Years (annualized)
+12.01%
5 Years (annualized)
+6.60%
10 Years (annualized)
+8.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OAZBX 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
Bloomberg US Government/Credit Index(^BBGUSGCI)
This Mutual Fund (YTD)
+2.72%
Peer Avg (YTD)
+6.10%
vs Peers
-3.38%

OAZBX Mutual Fund Performance

OAZBX performance across multiple time periods: 1-month -5.15%, YTD 2.72%, 1-year 6.27%, 3-year 12.01%, 5-year 6.60%, 10-year 8.79%.

OAZBX returns trail the peer average of 6.10% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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