OAZLX Mutual Fund

NAV$89.16

Returns Overview

1 Month
+1.72%
3 Months
+2.95%
6 Months
+4.47%
YTD
-0.90%
1 Year
+14.52%
3 Years
+16.85%
5 Years
+8.75%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would OAZLX 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)
-0.90%
Peer Avg (YTD)
+7.14%
vs Peers
-8.04%

OAZLX Mutual Fund Performance

OAZLX performance across multiple time periods: 1-month 1.72%, YTD -0.90%, 1-year 14.52%, 3-year 16.85%, 5-year 8.75%.

OAZLX returns trail the peer average of 7.14% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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