OIBFX Mutual Fund

NAV$17.60

Returns Overview

1 Month
+0.55%
3 Months
+7.25%
6 Months
+5.64%
YTD
+5.26%
1 Year
+12.16%
3 Years (annualized)
+11.17%
5 Years (annualized)
+5.76%
10 Years (annualized)
+7.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OIBFX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+5.26%
Peer Avg (YTD)
+5.87%
vs Peers
-0.60%

OIBFX Mutual Fund Performance

OIBFX performance across multiple time periods: 1-month 0.55%, YTD 5.26%, 1-year 12.16%, 3-year 11.17%, 5-year 5.76%, 10-year 7.93%.

OIBFX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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