OINCX Mutual Fund

NAV$27.70

Returns Overview

1 Month
+3.09%
3 Months
+10.95%
6 Months
+12.49%
YTD
+11.40%
1 Year
+20.91%
3 Years (annualized)
+14.08%
5 Years (annualized)
+9.04%
10 Years (annualized)
+10.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OINCX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+11.40%
Peer Avg (YTD)
+9.49%
vs Peers
+1.91%

OINCX Mutual Fund Performance

OINCX performance across multiple time periods: 1-month 3.09%, YTD 11.40%, 1-year 20.91%, 3-year 14.08%, 5-year 9.04%, 10-year 10.65%.

OINCX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

OINCX performance comparison shows side-by-side returns with another fund. OINCX alternatives are available in the Mutual Fund Screener.