OEMIX Mutual Fund

OEMIX Mutual Fund

NAV$5.41
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Returns Overview

1 Month
-0.06%
3 Months
+1.67%
6 Months
-1.21%
YTD
+0.86%
1 Year
+8.96%
3 Years (annualized)
+5.32%
5 Years (annualized)
+2.84%
10 Years (annualized)
+2.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OEMIX 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)
+0.86%
Peer Avg (YTD)
+2.32%
vs Peers
-1.47%

OEMIX Mutual Fund Performance

OEMIX performance across multiple time periods: 1-month -0.06%, YTD 0.86%, 1-year 8.96%, 3-year 5.32%, 5-year 2.84%, 10-year 2.94%.

OEMIX returns trail the peer average of 2.32% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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