OIBNX Mutual Fund

NAV$4.63

Returns Overview

1 Month
-1.13%
3 Months
+3.59%
6 Months
-1.85%
YTD
-1.85%
1 Year
+3.95%
3 Years (annualized)
+6.80%
5 Years (annualized)
+0.75%
10 Years (annualized)
+1.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OIBNX 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)
-1.85%
Peer Avg (YTD)
+0.99%
vs Peers
-2.84%

OIBNX Mutual Fund Performance

OIBNX performance across multiple time periods: 1-month -1.13%, YTD -1.85%, 1-year 3.95%, 3-year 6.80%, 5-year 0.75%, 10-year 1.56%.

OIBNX returns trail the peer average of 0.99% YTD. With an expense ratio of 1.32%, investors should weigh costs against performance when evaluating this mutual fund.

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