OICAX Mutual Fund

OICAX Mutual Fund

NAV$13.32
See how much of OICAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.04%
3 Months
+0.60%
6 Months
+1.63%
YTD
+2.47%
1 Year
+7.37%
3 Years (annualized)
+7.72%
5 Years (annualized)
+3.29%
10 Years (annualized)
+5.03%

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
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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+2.47%
Peer Avg (YTD)
+3.39%
vs Peers
-0.92%

OICAX Mutual Fund Performance

OICAX performance across multiple time periods: 1-month -1.04%, YTD 2.47%, 1-year 7.37%, 3-year 7.72%, 5-year 3.29%, 10-year 5.03%.

OICAX returns trail the peer average of 3.39% 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.