OIERX Mutual Fund

OIERX Mutual Fund

NAV$28.64
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Returns Overview

1 Month
+3.28%
3 Months
+7.65%
6 Months
+12.38%
YTD
+16.74%
1 Year
+25.65%
3 Years (annualized)
+15.31%
5 Years (annualized)
+10.65%
10 Years (annualized)
+11.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OIERX 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)
+16.74%
Peer Avg (YTD)
+11.41%
vs Peers
+5.33%

OIERX Mutual Fund Performance

OIERX performance across multiple time periods: 1-month 3.28%, YTD 16.74%, 1-year 25.65%, 3-year 15.31%, 5-year 10.65%, 10-year 11.83%.

OIERX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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