OICAX Mutual Fund

OICAX Mutual Fund

NAV$13.02
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Returns Overview

1 Month
+0.79%
3 Months
+0.18%
6 Months
+1.14%
YTD
+3.28%
1 Year
+6.39%
3 Years (annualized)
+8.42%
5 Years (annualized)
+3.32%
10 Years (annualized)
+5.09%

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
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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+3.28%
Peer Avg (YTD)
+3.78%
vs Peers
-0.50%

OICAX Mutual Fund Performance

OICAX performance across multiple time periods: 1-month 0.79%, YTD 3.28%, 1-year 6.39%, 3-year 8.42%, 5-year 3.32%, 10-year 5.09%.

OICAX returns trail the peer average of 3.78% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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