OEMYX Mutual Fund

NAV$5.43

Returns Overview

1 Month
+0.29%
3 Months
+4.92%
6 Months
+1.07%
YTD
+0.89%
1 Year
+7.13%
3 Years (annualized)
+6.30%
5 Years (annualized)
+2.56%
10 Years (annualized)
+2.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OEMYX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg Global Aggregate ex-US Index
This Mutual Fund (YTD)
+0.89%
Peer Avg (YTD)
+3.07%
vs Peers
-2.18%

OEMYX Mutual Fund Performance

OEMYX performance across multiple time periods: 1-month 0.29%, YTD 0.89%, 1-year 7.13%, 3-year 6.30%, 5-year 2.56%, 10-year 2.97%.

OEMYX returns trail the peer average of 3.07% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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