OIDIX Mutual Fund

OIDIX Mutual Fund

NAV$15.88
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Returns Overview

1 Month
+1.24%
3 Months
+6.59%
6 Months
+7.47%
YTD
+12.86%
1 Year
+23.46%
3 Years (annualized)
+10.73%
5 Years (annualized)
+2.87%
10 Years (annualized)
+7.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OIDIX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+12.86%
Peer Avg (YTD)
+6.23%
vs Peers
+6.63%

OIDIX Mutual Fund Performance

OIDIX performance across multiple time periods: 1-month 1.24%, YTD 12.86%, 1-year 23.46%, 3-year 10.73%, 5-year 2.87%, 10-year 7.32%.

OIDIX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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