OAKLX Mutual Fund

NAV$88.45

Returns Overview

1 Month
+1.71%
3 Months
+2.88%
6 Months
+4.33%
YTD
-1.00%
1 Year
+14.21%
3 Years
+16.54%
5 Years
+8.47%
10 Years
+10.59%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would OAKLX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-1.00%
Peer Avg (YTD)
+7.14%
vs Peers
-8.13%

OAKLX Mutual Fund Performance

OAKLX performance across multiple time periods: 1-month 1.71%, YTD -1.00%, 1-year 14.21%, 3-year 16.54%, 5-year 8.47%, 10-year 10.59%.

OAKLX returns trail the peer average of 7.14% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

OAKLX performance comparison shows side-by-side returns with another fund. OAKLX alternatives are available in the Mutual Fund Screener.