OMIIX Mutual Fund

OMIIX Mutual Fund

NAV$10.14
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Returns Overview

1 Month
-1.82%
3 Months
-0.36%
6 Months
+0.12%
YTD
+0.64%
1 Year
+5.45%
3 Years (annualized)
+2.96%
5 Years (annualized)
+0.45%
10 Years (annualized)
+1.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OMIIX 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
Morningstar Municipal Single State Intermediate Funds Average
This Mutual Fund (YTD)
+0.64%
Peer Avg (YTD)
+0.23%
vs Peers
+0.40%

OMIIX Mutual Fund Performance

OMIIX performance across multiple time periods: 1-month -1.82%, YTD 0.64%, 1-year 5.45%, 3-year 2.96%, 5-year 0.45%, 10-year 1.49%.

OMIIX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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