OAZIX Mutual Fund

OAZIX Mutual Fund

NAV$33.42
See how much of OAZIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-6.04%
3 Months
+0.76%
6 Months
+8.77%
YTD
+1.45%
1 Year
+6.83%
3 Years (annualized)
+12.36%
5 Years (annualized)
+6.42%
10 Years (annualized)
+7.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OAZIX 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
MSCI EAFE Index (Net)
This Mutual Fund (YTD)
+1.45%
Peer Avg (YTD)
+9.89%
vs Peers
-8.45%

OAZIX Mutual Fund Performance

OAZIX performance across multiple time periods: 1-month -6.04%, YTD 1.45%, 1-year 6.83%, 3-year 12.36%, 5-year 6.42%, 10-year 7.95%.

OAZIX returns trail the peer average of 9.89% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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