OEMAX Mutual Fund

OEMAX Mutual Fund

NAV$5.28
See how much of OEMAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.98%
3 Months
-1.28%
6 Months
+3.52%
YTD
-0.53%
1 Year
+3.26%
3 Years (annualized)
+6.40%
5 Years (annualized)
+2.50%
10 Years (annualized)
+2.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OEMAX 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 Global Aggregate ex-US Index
This Mutual Fund (YTD)
-0.53%
Peer Avg (YTD)
+0.32%
vs Peers
-0.85%

OEMAX Mutual Fund Performance

OEMAX performance across multiple time periods: 1-month -1.98%, YTD -0.53%, 1-year 3.26%, 3-year 6.40%, 5-year 2.50%, 10-year 2.69%.

OEMAX returns trail the peer average of 0.32% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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