OIDYX Mutual Fund

NAV$15.63

Returns Overview

1 Month
+0.46%
3 Months
+12.18%
6 Months
+11.44%
YTD
+9.75%
1 Year
+18.92%
3 Years (annualized)
+11.01%
5 Years (annualized)
+2.36%
10 Years (annualized)
+7.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OIDYX 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)
+9.75%
Peer Avg (YTD)
+8.97%
vs Peers
+0.78%

OIDYX Mutual Fund Performance

OIDYX performance across multiple time periods: 1-month 0.46%, YTD 9.75%, 1-year 18.92%, 3-year 11.01%, 5-year 2.36%, 10-year 7.53%.

OIDYX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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