OICAX Mutual Fund

NAV$13.37
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Returns Overview

1 Month
+0.44%
3 Months
+4.61%
6 Months
+3.79%
YTD
+3.55%
1 Year
+8.66%
3 Years (annualized)
+8.48%
5 Years (annualized)
+3.66%
10 Years (annualized)
+5.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OICAX 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
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📉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

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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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+3.55%
Peer Avg (YTD)
+4.14%
vs Peers
-0.59%

OICAX Mutual Fund Performance

OICAX performance across multiple time periods: 1-month 0.44%, YTD 3.55%, 1-year 8.66%, 3-year 8.48%, 5-year 3.66%, 10-year 5.33%.

OICAX returns trail the peer average of 4.14% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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