OYMIX Mutual Fund

OYMIX Mutual Fund

NAV$13.35
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Returns Overview

1 Month
-1.78%
3 Months
-0.75%
6 Months
+8.72%
YTD
+8.10%
1 Year
+11.20%
3 Years (annualized)
+12.70%
5 Years (annualized)
+4.84%
10 Years (annualized)
+7.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OYMIX 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 Barclays Global Aggregate (USD Hedged) Index(LEGATRUH)
This Mutual Fund (YTD)
+8.10%
Peer Avg (YTD)
+4.96%
vs Peers
+3.14%

OYMIX Mutual Fund Performance

OYMIX performance across multiple time periods: 1-month -1.78%, YTD 8.10%, 1-year 11.20%, 3-year 12.70%, 5-year 4.84%, 10-year 7.29%.

OYMIX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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