OIBCX Mutual Fund

OIBCX Mutual Fund

NAV$4.44
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Returns Overview

1 Month
+0.56%
3 Months
-0.93%
6 Months
-3.84%
YTD
-1.86%
1 Year
+2.80%
3 Years (annualized)
+6.29%
5 Years (annualized)
+0.65%
10 Years (annualized)
+0.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OIBCX 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
Bloomberg Global Aggregate ex-US Index
This Mutual Fund (YTD)
-1.86%
Peer Avg (YTD)
+0.20%
vs Peers
-2.06%

OIBCX Mutual Fund Performance

OIBCX performance across multiple time periods: 1-month 0.56%, YTD -1.86%, 1-year 2.80%, 3-year 6.29%, 5-year 0.65%, 10-year 0.90%.

OIBCX returns trail the peer average of 0.20% YTD. With an expense ratio of 1.82%, investors should weigh costs against performance when evaluating this mutual fund.

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