OIOAX Mutual Fund

NAV$16.50
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Returns Overview

1 Month
-2.47%
6 Months
+8.46%
YTD
+10.07%
1 Year
+10.49%
3 Years (annualized)
+2.13%
5 Years (annualized)
+0.93%
10 Years (annualized)
+2.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OIOAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+10.07%
Peer Avg (YTD)
+8.21%
vs Peers
+1.86%

OIOAX Mutual Fund Performance

OIOAX performance across multiple time periods: 1-month -2.47%, YTD 10.07%, 1-year 10.49%, 3-year 2.13%, 5-year 0.93%, 10-year 2.65%.

OIOAX returns outperform the peer average of 8.21% YTD. With an expense ratio of 2.45%, investors should weigh costs against performance when evaluating this mutual fund.

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