OCIO ETF

$35.19
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Returns Overview

1 Month
+1.87%
3 Months
-5.98%
6 Months
-0.20%
YTD
+1.39%
1 Year
+2.96%
3 Years
+8.61%
5 Years
+6.39%

Risk Metrics (5-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

+1.87%

3 Months Performance

-5.98%

6 Months Performance

-0.20%

1 Year Performance

+2.96%

Benchmark & Peers

Benchmark
NYSE Select Sector Equal Weight Index(^NYXLEW)
This ETF (YTD)
+1.39%
Peer Avg (YTD)
+0.79%
vs Peers
+0.59%

OCIO ETF Performance

OCIO performance across multiple time periods: 1-month 1.87%, YTD 1.39%, 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+1.87%N/A
3 Months-5.98%N/A
6 Months-0.20%N/A
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