OIEQX Mutual Fund

OIEQX Mutual Fund

NAV$29.56
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Returns Overview

1 Month
+4.89%
3 Months
+2.21%
6 Months
+10.00%
YTD
+18.10%
1 Year
+23.81%
3 Years (annualized)
+19.48%
5 Years (annualized)
+10.14%
10 Years (annualized)
+12.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OIEQX 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)
+18.10%
Peer Avg (YTD)
+12.44%
vs Peers
+5.66%

OIEQX Mutual Fund Performance

OIEQX performance across multiple time periods: 1-month 4.89%, YTD 18.10%, 1-year 23.81%, 3-year 19.48%, 5-year 10.14%, 10-year 12.09%.

OIEQX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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