OCIEX Mutual Fund

OCIEX Mutual Fund

NAV$17.89
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Returns Overview

1 Month
+3.91%
3 Months
+2.29%
6 Months
+8.08%
YTD
+17.81%
1 Year
+24.24%
3 Years (annualized)
+19.10%
5 Years (annualized)
+5.89%
10 Years (annualized)
+7.88%

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)
+17.81%
Peer Avg (YTD)
+10.17%
vs Peers
+7.64%

OCIEX Mutual Fund Performance

OCIEX performance across multiple time periods: 1-month 3.91%, YTD 17.81%, 1-year 24.24%, 3-year 19.10%, 5-year 5.89%, 10-year 7.88%.

OCIEX returns outperform the peer average of 10.17% YTD. With an expense ratio of 2.07%, 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.