OEPIX Mutual Fund

NAV$132.93

Returns Overview

1 Month
-10.48%
3 Months
-6.73%
6 Months
+56.11%
YTD
+47.92%
1 Year
+123.49%
3 Years (annualized)
+12.43%
5 Years (annualized)
+12.07%
10 Years (annualized)
+0.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OEPIX 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
S&P Total Market Index(^SPTMCDUP:SP)
This Mutual Fund (YTD)
+47.92%
Peer Avg (YTD)
+14.02%
vs Peers
+33.90%

OEPIX Mutual Fund Performance

OEPIX performance across multiple time periods: 1-month -10.48%, YTD 47.92%, 1-year 123.49%, 3-year 12.43%, 5-year 12.07%, 10-year 0.10%.

OEPIX returns outperform the peer average of 14.02% YTD. With an expense ratio of 1.74%, investors should weigh costs against performance when evaluating this mutual fund.

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