OKMUX Mutual Fund

OKMUX Mutual Fund

NAV$9.94
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Returns Overview

1 Month
-4.27%
3 Months
-6.46%
6 Months
-4.27%
YTD
-4.52%
1 Year
-2.44%
3 Years (annualized)
+2.80%
5 Years (annualized)
-0.51%
10 Years (annualized)
+0.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OKMUX 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
Bloomberg U.S Municipal Bond Index
This Mutual Fund (YTD)
-4.52%
Peer Avg (YTD)
-3.84%
vs Peers
-0.68%

OKMUX Mutual Fund Performance

OKMUX performance across multiple time periods: 1-month -4.27%, YTD -4.52%, 1-year -2.44%, 3-year 2.80%, 5-year -0.51%, 10-year 0.81%.

OKMUX returns trail the peer average of -3.84% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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