OIRDX Mutual Fund

OIRDX Mutual Fund

NAV$30.61
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Returns Overview

1 Month
+1.54%
3 Months
+4.17%
6 Months
+6.50%
YTD
+7.33%
1 Year
+15.93%
3 Years (annualized)
+15.83%
5 Years (annualized)
+11.36%
10 Years (annualized)
+12.05%

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)
+7.33%
Peer Avg (YTD)
+9.41%
vs Peers
-2.08%

OIRDX Mutual Fund Performance

OIRDX performance across multiple time periods: 1-month 1.54%, YTD 7.33%, 1-year 15.93%, 3-year 15.83%, 5-year 11.36%, 10-year 12.05%.

OIRDX returns trail the peer average of 9.41% 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.