OEMIX Mutual Fund

NAV$5.42

Returns Overview

1 Month
+0.31%
3 Months
+4.96%
6 Months
+1.10%
YTD
+0.92%
1 Year
+7.16%
3 Years (annualized)
+6.31%
5 Years (annualized)
+2.64%
10 Years (annualized)
+3.06%

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
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)
+0.92%
Peer Avg (YTD)
+3.07%
vs Peers
-2.15%

OEMIX Mutual Fund Performance

OEMIX performance across multiple time periods: 1-month 0.31%, YTD 0.92%, 1-year 7.16%, 3-year 6.31%, 5-year 2.64%, 10-year 3.06%.

OEMIX returns trail the peer average of 3.07% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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