OIIEX Mutual Fund

OIIEX Mutual Fund

NAV$18.25
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Returns Overview

1 Month
+3.95%
3 Months
+2.53%
6 Months
+8.61%
YTD
+18.54%
1 Year
+25.48%
3 Years (annualized)
+20.32%
5 Years (annualized)
+6.97%
10 Years (annualized)
+8.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OIIEX 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
MSCI All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+18.54%
Peer Avg (YTD)
+10.17%
vs Peers
+8.37%

OIIEX Mutual Fund Performance

OIIEX performance across multiple time periods: 1-month 3.95%, YTD 18.54%, 1-year 25.48%, 3-year 20.32%, 5-year 6.97%, 10-year 8.97%.

OIIEX returns outperform the peer average of 10.17% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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