OYCIX Mutual Fund

OYCIX Mutual Fund

NAV$9.18
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Returns Overview

1 Month
+0.97%
3 Months
+0.21%
6 Months
+1.41%
YTD
+4.00%
1 Year
+7.41%
3 Years (annualized)
+7.51%
5 Years (annualized)
+1.67%
10 Years (annualized)
+3.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OYCIX 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
PROUpgrade to run
🏦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)
+4.00%
Peer Avg (YTD)
+3.78%
vs Peers
+0.22%

OYCIX Mutual Fund Performance

OYCIX performance across multiple time periods: 1-month 0.97%, YTD 4.00%, 1-year 7.41%, 3-year 7.51%, 5-year 1.67%, 10-year 3.77%.

OYCIX returns outperform the peer average of 3.78% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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