OAZMX Mutual Fund

OAZMX Mutual Fund

NAV$183.82
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Returns Overview

1 Month
-6.74%
3 Months
+3.52%
6 Months
+6.12%
YTD
+3.30%
1 Year
+8.60%
3 Years (annualized)
+17.03%
5 Years (annualized)
+11.58%
10 Years (annualized)
+13.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OAZMX 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)
+3.30%
Peer Avg (YTD)
+10.00%
vs Peers
-6.70%

OAZMX Mutual Fund Performance

OAZMX performance across multiple time periods: 1-month -6.74%, YTD 3.30%, 1-year 8.60%, 3-year 17.03%, 5-year 11.58%, 10-year 13.94%.

OAZMX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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