OIDIX Mutual Fund

OIDIX Mutual Fund

NAV$15.56
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Returns Overview

1 Month
+1.80%
3 Months
+3.54%
6 Months
+6.25%
YTD
+14.90%
1 Year
+23.08%
3 Years (annualized)
+13.39%
5 Years (annualized)
+2.81%
10 Years (annualized)
+7.46%

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)
+14.90%
Peer Avg (YTD)
+8.51%
vs Peers
+6.39%

OIDIX Mutual Fund Performance

OIDIX performance across multiple time periods: 1-month 1.80%, YTD 14.90%, 1-year 23.08%, 3-year 13.39%, 5-year 2.81%, 10-year 7.46%.

OIDIX returns outperform the peer average of 8.51% 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.