OCIO ETF

OCIO ETF
$37.88
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Returns Overview

1 Month
-2.35%
3 Months
+2.28%
6 Months
+5.22%
YTD
+6.68%
1 Year
+14.52%
3 Years (annualized)
+11.67%
5 Years (annualized)
+6.84%

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)
+6.68%
Peer Avg (YTD)
+5.54%
vs Peers
+1.14%

OCIO ETF Performance

OCIO performance across multiple time periods: 1-month -2.35%, YTD 6.68%, 1-year 14.52%, 3-year 11.67%, 5-year 6.84%.

OCIO returns outperform the peer average of 5.54% 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-2.35%N/A
3 Months+2.28%N/A
6 Months+5.22%N/A
1 Year+14.52%N/A
3 Years+11.67%N/A
5 Years+6.84%N/A

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