OIBCX Mutual Fund

NAV$4.63

Returns Overview

1 Month
-1.38%
3 Months
+3.24%
6 Months
-2.30%
YTD
-2.30%
1 Year
+3.44%
3 Years (annualized)
+6.20%
5 Years (annualized)
+0.44%
10 Years (annualized)
+1.15%

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
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
Bloomberg Global Aggregate ex-US Index
This Mutual Fund (YTD)
-2.30%
Peer Avg (YTD)
+0.99%
vs Peers
-3.29%

OIBCX Mutual Fund Performance

OIBCX performance across multiple time periods: 1-month -1.38%, YTD -2.30%, 1-year 3.44%, 3-year 6.20%, 5-year 0.44%, 10-year 1.15%.

OIBCX returns trail the peer average of 0.99% YTD. With an expense ratio of 1.82%, investors should weigh costs against performance when evaluating this mutual fund.

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