OIBIX Mutual Fund

NAV$4.61

Returns Overview

1 Month
-1.28%
3 Months
+3.76%
6 Months
-1.75%
YTD
-1.75%
1 Year
+4.54%
3 Years (annualized)
+7.59%
5 Years (annualized)
+1.45%
10 Years (annualized)
+2.25%

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
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)
-1.75%
Peer Avg (YTD)
+0.99%
vs Peers
-2.74%

OIBIX Mutual Fund Performance

OIBIX performance across multiple time periods: 1-month -1.28%, YTD -1.75%, 1-year 4.54%, 3-year 7.59%, 5-year 1.45%, 10-year 2.25%.

OIBIX returns trail the peer average of 0.99% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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