OEPIX Mutual Fund

OEPIX Mutual Fund

NAV$143.39
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Returns Overview

1 Month
-1.82%
3 Months
-21.77%
6 Months
+16.22%
YTD
+53.27%
1 Year
+104.39%
3 Years (annualized)
+1.88%
5 Years (annualized)
+16.38%
10 Years (annualized)
-10.75%

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)
+53.27%
Peer Avg (YTD)
+19.98%
vs Peers
+33.29%

OEPIX Mutual Fund Performance

OEPIX performance across multiple time periods: 1-month -1.82%, YTD 53.27%, 1-year 104.39%, 3-year 1.88%, 5-year 16.38%, 10-year -10.75%.

OEPIX returns outperform the peer average of 19.98% 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.