OIODX Mutual Fund

NAV$15.02

Returns Overview

1 Month
-4.86%
3 Months
+0.24%
6 Months
-0.16%
YTD
+0.24%
1 Year
+0.89%
3 Years (annualized)
+9.02%
5 Years (annualized)
+2.29%
10 Years (annualized)
+2.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OIODX 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

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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)
+0.24%
Peer Avg (YTD)
-0.42%
vs Peers
+0.66%

OIODX Mutual Fund Performance

OIODX performance across multiple time periods: 1-month -4.86%, YTD 0.24%, 1-year 0.89%, 3-year 9.02%, 5-year 2.29%, 10-year 2.14%.

OIODX returns outperform the peer average of -0.42% YTD. With an expense ratio of 3.17%, investors should weigh costs against performance when evaluating this mutual fund.

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