OIBYX Mutual Fund

OIBYX Mutual Fund

NAV$4.45
See how much of OIBYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.64%
3 Months
-0.47%
6 Months
-3.33%
YTD
-0.98%
1 Year
+3.82%
3 Years (annualized)
+7.33%
5 Years (annualized)
+1.47%
10 Years (annualized)
+1.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OIBYX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Global Aggregate ex-US Index
This Mutual Fund (YTD)
-0.98%
Peer Avg (YTD)
+0.20%
vs Peers
-1.18%

OIBYX Mutual Fund Performance

OIBYX performance across multiple time periods: 1-month 0.64%, YTD -0.98%, 1-year 3.82%, 3-year 7.33%, 5-year 1.47%, 10-year 1.82%.

OIBYX returns trail the peer average of 0.20% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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