OEPIX Mutual Fund

OEPIX Mutual Fund

NAV$101.79
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Returns Overview

1 Month
+8.90%
3 Months
+2.77%
6 Months
-19.60%
YTD
+49.25%
1 Year
+59.01%
3 Years (annualized)
+7.33%
5 Years (annualized)
+14.89%
10 Years (annualized)
-10.86%

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
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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
S&P Total Market Index(^SPTMCDUP:SP)
This Mutual Fund (YTD)
+49.25%
Peer Avg (YTD)
+25.52%
vs Peers
+23.74%

OEPIX Mutual Fund Performance

OEPIX performance across multiple time periods: 1-month 8.90%, YTD 49.25%, 1-year 59.01%, 3-year 7.33%, 5-year 14.89%, 10-year -10.86%.

OEPIX returns outperform the peer average of 25.52% YTD. With an expense ratio of 1.74%, investors should weigh costs against performance when evaluating this mutual fund.

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