OCIO ETF

OCIO ETF
$38.05
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Returns Overview

1 Month
+2.62%
3 Months
+0.98%
6 Months
+6.58%
YTD
+9.48%
1 Year
+15.25%
3 Years (annualized)
+13.28%
5 Years (annualized)
+7.81%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would OCIO 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
NYSE Select Sector Equal Weight Index(^NYXLEW)
This ETF (YTD)
+9.48%
Peer Avg (YTD)
+6.28%
vs Peers
+3.19%

OCIO ETF Performance

OCIO performance across multiple time periods: 1-month 2.62%, YTD 9.48%, 1-year 15.25%, 3-year 13.28%, 5-year 7.81%.

OCIO returns outperform the peer average of 6.28% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this ETF.

OCIO vs another fund shows side-by-side returns. OCIO alternatives are available in the ETF Screener.

Compare OCIO

OCIO vs SPYOCIO vs QQQOCIO vs VOOOCIO vs VTIOCIO vs IVVOCIO vs SCHDOCIO vs VYMOCIO vs VXUS

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+2.62%N/A
3 Months+0.98%N/A
6 Months+6.58%N/A
1 Year+15.25%N/A
3 Years+13.28%N/A
5 Years+7.81%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized