OAZEX Mutual Fund

OAZEX Mutual Fund

NAV$22.34
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Returns Overview

1 Month
-5.14%
3 Months
+6.18%
6 Months
+11.36%
YTD
+2.19%
1 Year
+3.94%
3 Years (annualized)
+14.34%
5 Years (annualized)
+6.82%
10 Years (annualized)
+8.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OAZEX 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)
+2.19%
Peer Avg (YTD)
+7.86%
vs Peers
-5.67%

OAZEX Mutual Fund Performance

OAZEX performance across multiple time periods: 1-month -5.14%, YTD 2.19%, 1-year 3.94%, 3-year 14.34%, 5-year 6.82%, 10-year 8.36%.

OAZEX returns trail the peer average of 7.86% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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