OIEJX Mutual Fund

OIEJX Mutual Fund

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Returns Overview

1 Month
+3.33%
3 Months
+7.69%
6 Months
+12.45%
YTD
+16.83%
1 Year
+25.76%
3 Years (annualized)
+15.43%
5 Years (annualized)
+10.76%
10 Years (annualized)
+11.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OIEJX 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
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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)
+16.83%
Peer Avg (YTD)
+11.41%
vs Peers
+5.42%

OIEJX Mutual Fund Performance

OIEJX performance across multiple time periods: 1-month 3.33%, YTD 16.83%, 1-year 25.76%, 3-year 15.43%, 5-year 10.76%, 10-year 11.95%.

OIEJX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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