OEMCX Mutual Fund

NAV$5.43

Returns Overview

1 Month
+0.21%
3 Months
+4.66%
6 Months
+0.56%
YTD
+0.38%
1 Year
+6.07%
3 Years (annualized)
+5.25%
5 Years (annualized)
+1.53%
10 Years (annualized)
+1.92%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Global Aggregate ex-US Index
This Mutual Fund (YTD)
+0.38%
Peer Avg (YTD)
+3.07%
vs Peers
-2.69%

OEMCX Mutual Fund Performance

OEMCX performance across multiple time periods: 1-month 0.21%, YTD 0.38%, 1-year 6.07%, 3-year 5.25%, 5-year 1.53%, 10-year 1.92%.

OEMCX returns trail the peer average of 3.07% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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