OIDYX Mutual Fund

OIDYX Mutual Fund

NAV$15.66
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Returns Overview

1 Month
+1.25%
3 Months
+6.58%
6 Months
+7.40%
YTD
+12.83%
1 Year
+23.33%
3 Years (annualized)
+10.60%
5 Years (annualized)
+2.74%
10 Years (annualized)
+7.18%

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
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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)
+12.83%
Peer Avg (YTD)
+6.23%
vs Peers
+6.60%

OIDYX Mutual Fund Performance

OIDYX performance across multiple time periods: 1-month 1.25%, YTD 12.83%, 1-year 23.33%, 3-year 10.60%, 5-year 2.74%, 10-year 7.18%.

OIDYX returns outperform the peer average of 6.23% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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