OEMIX Mutual Fund

OEMIX Mutual Fund

NAV$5.26
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Returns Overview

1 Month
+0.85%
3 Months
+1.10%
6 Months
-2.22%
YTD
+1.71%
1 Year
+6.94%
3 Years (annualized)
+6.68%
5 Years (annualized)
+2.81%
10 Years (annualized)
+3.01%

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)
+1.71%
Peer Avg (YTD)
+2.96%
vs Peers
-1.25%

OEMIX Mutual Fund Performance

OEMIX performance across multiple time periods: 1-month 0.85%, YTD 1.71%, 1-year 6.94%, 3-year 6.68%, 5-year 2.81%, 10-year 3.01%.

OEMIX returns trail the peer average of 2.96% 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.