OCIO ETF

$37.13

Returns Overview

1 Month
+3.03%
3 Months
+4.84%
6 Months
+9.60%
YTD
+6.45%
1 Year
+2.96%
3 Years
+8.61%
5 Years
+6.39%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would OCIO 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
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📉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

+3.03%

3 Months Performance

+4.84%

6 Months Performance

+9.60%

1 Year Performance

+2.96%

Benchmark & Peers

Benchmark
NYSE Select Sector Equal Weight Index(^NYXLEW)
This ETF (YTD)
+6.45%
Peer Avg (YTD)
+0.79%
vs Peers
+5.66%

OCIO ETF Performance

OCIO performance across multiple time periods: 1-month 3.03%, YTD 6.45%, 1-year 2.96%, 3-year 8.61%, 5-year 6.39%.

OCIO returns outperform the peer average of 0.79% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this ETF.

OCIO performance comparison shows side-by-side returns with another fund. OCIO alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+3.03%Apr 22, 2026 to May 22, 2026
3 Months+4.84%Feb 23, 2026 to May 22, 2026
6 Months+9.60%Nov 24, 2025 to May 22, 2026
1 Year+2.96%N/A
3 Years+8.61%N/A
5 Years+6.39%N/A

All returns shown are total returns, not annualized