OEMCX Mutual Fund

OEMCX Mutual Fund

NAV$5.41
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Returns Overview

1 Month
-0.16%
3 Months
+1.37%
6 Months
-1.75%
YTD
+0.22%
1 Year
+7.83%
3 Years (annualized)
+4.24%
5 Years (annualized)
+1.75%
10 Years (annualized)
+1.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OEMCX 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
Bloomberg Global Aggregate ex-US Index
This Mutual Fund (YTD)
+0.22%
Peer Avg (YTD)
+2.32%
vs Peers
-2.10%

OEMCX Mutual Fund Performance

OEMCX performance across multiple time periods: 1-month -0.16%, YTD 0.22%, 1-year 7.83%, 3-year 4.24%, 5-year 1.75%, 10-year 1.79%.

OEMCX returns trail the peer average of 2.32% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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