OIEPX Mutual Fund

OIEPX Mutual Fund

NAV$28.53
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Returns Overview

1 Month
+3.12%
3 Months
+11.07%
6 Months
+12.80%
YTD
+11.69%
1 Year
+21.55%
3 Years (annualized)
+14.68%
5 Years (annualized)
+9.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OIEPX 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)
+11.69%
Peer Avg (YTD)
+9.49%
vs Peers
+2.20%

OIEPX Mutual Fund Performance

OIEPX performance across multiple time periods: 1-month 3.12%, YTD 11.69%, 1-year 21.55%, 3-year 14.68%, 5-year 9.61%.

OIEPX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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