OIRDX Mutual Fund

OIRDX Mutual Fund

NAV$30.12
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Returns Overview

1 Month
+0.83%
3 Months
+2.26%
6 Months
+6.71%
YTD
+8.22%
1 Year
+14.49%
3 Years (annualized)
+16.91%
5 Years (annualized)
+11.14%
10 Years (annualized)
+12.89%

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)
+8.22%
Peer Avg (YTD)
+11.21%
vs Peers
-2.99%

OIRDX Mutual Fund Performance

OIRDX performance across multiple time periods: 1-month 0.83%, YTD 8.22%, 1-year 14.49%, 3-year 16.91%, 5-year 11.14%, 10-year 12.89%.

OIRDX returns trail the peer average of 11.21% 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.