OIERX Mutual Fund

OIERX Mutual Fund

NAV$28.26
See how much of OIERX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.03%
3 Months
+7.66%
6 Months
+10.78%
YTD
+17.94%
1 Year
+22.39%
3 Years (annualized)
+16.65%
5 Years (annualized)
+10.41%
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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+17.94%
Peer Avg (YTD)
+12.44%
vs Peers
+5.50%

OIERX Mutual Fund Performance

OIERX performance across multiple time periods: 1-month 1.03%, YTD 17.94%, 1-year 22.39%, 3-year 16.65%, 5-year 10.41%, 10-year 11.83%.

OIERX returns outperform the peer average of 12.44% 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.