OIEIX Mutual Fund

OIEIX Mutual Fund

NAV$28.27
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Returns Overview

1 Month
+3.25%
3 Months
+7.51%
6 Months
+12.12%
YTD
+16.45%
1 Year
+25.11%
3 Years (annualized)
+14.85%
5 Years (annualized)
+10.20%
10 Years (annualized)
+11.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OIEIX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+16.45%
Peer Avg (YTD)
+11.41%
vs Peers
+5.04%

OIEIX Mutual Fund Performance

OIEIX performance across multiple time periods: 1-month 3.25%, YTD 16.45%, 1-year 25.11%, 3-year 14.85%, 5-year 10.20%, 10-year 11.37%.

OIEIX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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