OCIEX Mutual Fund

OCIEX Mutual Fund

NAV$18.09
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Returns Overview

1 Month
-1.45%
3 Months
+5.00%
6 Months
+7.43%
YTD
+13.38%
1 Year
+21.95%
3 Years (annualized)
+15.66%
5 Years (annualized)
+5.52%
10 Years (annualized)
+7.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OCIEX 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
MSCI All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+13.38%
Peer Avg (YTD)
+9.42%
vs Peers
+3.96%

OCIEX Mutual Fund Performance

OCIEX performance across multiple time periods: 1-month -1.45%, YTD 13.38%, 1-year 21.95%, 3-year 15.66%, 5-year 5.52%, 10-year 7.37%.

OCIEX returns outperform the peer average of 9.42% YTD. With an expense ratio of 2.08%, investors should weigh costs against performance when evaluating this mutual fund.

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