OIBFX Mutual Fund

OIBFX Mutual Fund

NAV$17.47
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Returns Overview

1 Month
-0.97%
3 Months
+1.43%
6 Months
+3.13%
YTD
+4.24%
1 Year
+10.40%
3 Years (annualized)
+10.54%
5 Years (annualized)
+5.62%
10 Years (annualized)
+7.67%

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
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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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+4.24%
Peer Avg (YTD)
+5.54%
vs Peers
-1.30%

OIBFX Mutual Fund Performance

OIBFX performance across multiple time periods: 1-month -0.97%, YTD 4.24%, 1-year 10.40%, 3-year 10.54%, 5-year 5.62%, 10-year 7.67%.

OIBFX returns trail the peer average of 5.54% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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