OIRDX Mutual Fund

OIRDX Mutual Fund

NAV$30.55
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Returns Overview

1 Month
+1.43%
3 Months
+1.23%
6 Months
+5.46%
YTD
+8.66%
1 Year
+10.32%
3 Years (annualized)
+17.42%
5 Years (annualized)
+9.49%
10 Years (annualized)
+12.53%

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
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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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+8.66%
Peer Avg (YTD)
+9.28%
vs Peers
-0.62%

OIRDX Mutual Fund Performance

OIRDX performance across multiple time periods: 1-month 1.43%, YTD 8.66%, 1-year 10.32%, 3-year 17.42%, 5-year 9.49%, 10-year 12.53%.

OIRDX returns trail the peer average of 9.28% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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