OIEQX Mutual Fund

OIEQX Mutual Fund

NAV$28.24
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Returns Overview

1 Month
+1.02%
3 Months
+7.67%
6 Months
+10.71%
YTD
+17.85%
1 Year
+22.25%
3 Years (annualized)
+16.49%
5 Years (annualized)
+10.25%
10 Years (annualized)
+11.66%

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
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)
+17.85%
Peer Avg (YTD)
+12.44%
vs Peers
+5.41%

OIEQX Mutual Fund Performance

OIEQX performance across multiple time periods: 1-month 1.02%, YTD 17.85%, 1-year 22.25%, 3-year 16.49%, 5-year 10.25%, 10-year 11.66%.

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.