OIEJX Mutual Fund

OIEJX Mutual Fund

NAV$27.80
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Returns Overview

1 Month
+0.91%
3 Months
+7.59%
6 Months
+10.71%
YTD
+18.04%
1 Year
+22.39%
3 Years (annualized)
+16.92%
5 Years (annualized)
+10.60%
10 Years (annualized)
+11.98%

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)
+18.04%
Peer Avg (YTD)
+12.44%
vs Peers
+5.60%

OIEJX Mutual Fund Performance

OIEJX performance across multiple time periods: 1-month 0.91%, YTD 18.04%, 1-year 22.39%, 3-year 16.92%, 5-year 10.60%, 10-year 11.98%.

OIEJX returns outperform the peer average of 12.44% 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.