ONCIX Mutual Fund

ONCIX Mutual Fund

NAV$9.09
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Returns Overview

1 Month
+0.98%
3 Months
+0.11%
6 Months
+1.20%
YTD
+3.69%
1 Year
+6.94%
3 Years (annualized)
+6.99%
5 Years (annualized)
+1.01%
10 Years (annualized)
+3.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ONCIX 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
Bloomberg Global Aggregate USD hedged Index(^BBGGAUSDHDI)
This Mutual Fund (YTD)
+3.69%
Peer Avg (YTD)
+3.78%
vs Peers
-0.09%

ONCIX Mutual Fund Performance

ONCIX performance across multiple time periods: 1-month 0.98%, YTD 3.69%, 1-year 6.94%, 3-year 6.99%, 5-year 1.01%, 10-year 3.17%.

ONCIX returns trail the peer average of 3.78% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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