OEQIX Mutual Fund

NAV$11.34
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Returns Overview

1 Month
-3.62%
3 Months
+12.14%
6 Months
+13.66%
YTD
+10.66%
1 Year
+38.93%
3 Years (annualized)
+17.66%
5 Years (annualized)
+5.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OEQIX 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
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📉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

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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
MSCI Emerging Markets Net Total Return USD Index(M1EF)
This Mutual Fund (YTD)
+10.66%
Peer Avg (YTD)
+23.08%
vs Peers
-12.42%

OEQIX Mutual Fund Performance

OEQIX performance across multiple time periods: 1-month -3.62%, YTD 10.66%, 1-year 38.93%, 3-year 17.66%, 5-year 5.76%.

OEQIX returns trail the peer average of 23.08% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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