OIDIX Mutual Fund

NAV$15.78

Returns Overview

1 Month
+0.46%
3 Months
+12.22%
6 Months
+11.48%
YTD
+9.81%
1 Year
+19.01%
3 Years (annualized)
+11.14%
5 Years (annualized)
-0.09%
10 Years (annualized)
+6.32%

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
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)
+9.81%
Peer Avg (YTD)
+8.97%
vs Peers
+0.84%

OIDIX Mutual Fund Performance

OIDIX performance across multiple time periods: 1-month 0.46%, YTD 9.81%, 1-year 19.01%, 3-year 11.14%, 5-year -0.09%, 10-year 6.32%.

OIDIX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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