OEMCX Mutual Fund

OEMCX Mutual Fund

NAV$5.26
See how much of OEMCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.75%
3 Months
+0.79%
6 Months
-2.77%
YTD
+0.97%
1 Year
+5.82%
3 Years (annualized)
+5.54%
5 Years (annualized)
+1.72%
10 Years (annualized)
+1.87%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Global Aggregate ex-US Index
This Mutual Fund (YTD)
+0.97%
Peer Avg (YTD)
+2.96%
vs Peers
-1.99%

OEMCX Mutual Fund Performance

OEMCX performance across multiple time periods: 1-month 0.75%, YTD 0.97%, 1-year 5.82%, 3-year 5.54%, 5-year 1.72%, 10-year 1.87%.

OEMCX returns trail the peer average of 2.96% 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.