ONECX Mutual Fund

ONECX Mutual Fund

NAV$21.19
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Returns Overview

1 Month
-1.76%
3 Months
-1.62%
6 Months
+7.31%
YTD
+4.50%
1 Year
+6.49%
3 Years (annualized)
+12.68%
5 Years (annualized)
+6.19%
10 Years (annualized)
+8.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ONECX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Lipper Mixed-Asset Target Allocation Growth Funds Index(^LMATGTALGFI)
This Mutual Fund (YTD)
+4.50%
Peer Avg (YTD)
+4.96%
vs Peers
-0.46%

ONECX Mutual Fund Performance

ONECX performance across multiple time periods: 1-month -1.76%, YTD 4.50%, 1-year 6.49%, 3-year 12.68%, 5-year 6.19%, 10-year 8.77%.

ONECX returns trail the peer average of 4.96% YTD. With an expense ratio of 1.47%, investors should weigh costs against performance when evaluating this mutual fund.

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