OMIAX Mutual Fund

OMIAX Mutual Fund

NAV$9.74
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Returns Overview

1 Month
-4.27%
3 Months
-6.33%
6 Months
-3.88%
YTD
-4.20%
1 Year
-2.61%
3 Years (annualized)
+0.03%
5 Years (annualized)
-2.49%
10 Years (annualized)
-1.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OMIAX 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
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📉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
Morningstar Municipal Single State Intermediate Funds Average
This Mutual Fund (YTD)
-4.20%
Peer Avg (YTD)
-3.84%
vs Peers
-0.36%

OMIAX Mutual Fund Performance

OMIAX performance across multiple time periods: 1-month -4.27%, YTD -4.20%, 1-year -2.61%, 3-year 0.03%, 5-year -2.49%, 10-year -1.30%.

OMIAX returns trail the peer average of -3.84% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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