OIBIX Mutual Fund

OIBIX Mutual Fund

NAV$4.48
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Returns Overview

1 Month
+0.66%
3 Months
-0.64%
6 Months
-3.27%
YTD
-1.11%
1 Year
+3.92%
3 Years (annualized)
+7.69%
5 Years (annualized)
+1.70%
10 Years (annualized)
+1.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OIBIX 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)
-1.11%
Peer Avg (YTD)
+0.20%
vs Peers
-1.32%

OIBIX Mutual Fund Performance

OIBIX performance across multiple time periods: 1-month 0.66%, YTD -1.11%, 1-year 3.92%, 3-year 7.69%, 5-year 1.70%, 10-year 1.99%.

OIBIX returns trail the peer average of 0.20% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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