OIDCX Mutual Fund

NAV$13.58

Returns Overview

1 Month
+0.38%
3 Months
+11.85%
6 Months
+10.82%
YTD
+9.17%
1 Year
+17.66%
3 Years (annualized)
+9.89%
5 Years (annualized)
+2.79%
10 Years (annualized)
+7.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OIDCX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+9.17%
Peer Avg (YTD)
+8.97%
vs Peers
+0.20%

OIDCX Mutual Fund Performance

OIDCX performance across multiple time periods: 1-month 0.38%, YTD 9.17%, 1-year 17.66%, 3-year 9.89%, 5-year 2.79%, 10-year 7.21%.

OIDCX returns outperform the peer average of 8.97% YTD. With an expense ratio of 2.04%, investors should weigh costs against performance when evaluating this mutual fund.

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