OIRDX Mutual Fund

NAV$31.07

Returns Overview

1 Month
-0.12%
3 Months
+10.98%
6 Months
+6.19%
YTD
+5.70%
1 Year
+16.36%
3 Years (annualized)
+13.75%
5 Years (annualized)
+10.36%
10 Years (annualized)
+12.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OIRDX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+5.70%
Peer Avg (YTD)
+9.51%
vs Peers
-3.81%

OIRDX Mutual Fund Performance

OIRDX performance across multiple time periods: 1-month -0.12%, YTD 5.70%, 1-year 16.36%, 3-year 13.75%, 5-year 10.36%, 10-year 12.18%.

OIRDX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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