OAZWX Mutual Fund

OAZWX Mutual Fund

NAV$26.70
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Returns Overview

1 Month
-4.76%
3 Months
+5.18%
6 Months
+9.22%
YTD
-0.34%
1 Year
+3.40%
3 Years (annualized)
+11.58%
5 Years (annualized)
+4.70%
10 Years (annualized)
+8.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OAZWX 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 Index (Net)
This Mutual Fund (YTD)
-0.34%
Peer Avg (YTD)
+9.89%
vs Peers
-10.23%

OAZWX Mutual Fund Performance

OAZWX performance across multiple time periods: 1-month -4.76%, YTD -0.34%, 1-year 3.40%, 3-year 11.58%, 5-year 4.70%, 10-year 8.77%.

OAZWX returns trail the peer average of 9.89% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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