OCIEX Mutual Fund

NAV$17.48

Returns Overview

1 Month
-1.24%
3 Months
+4.61%
6 Months
+4.67%
YTD
+11.05%
1 Year
+21.57%
3 Years (annualized)
+17.33%
5 Years (annualized)
+5.60%
10 Years (annualized)
+8.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OCIEX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+11.05%
Peer Avg (YTD)
+9.13%
vs Peers
+1.92%

OCIEX Mutual Fund Performance

OCIEX performance across multiple time periods: 1-month -1.24%, YTD 11.05%, 1-year 21.57%, 3-year 17.33%, 5-year 5.60%, 10-year 8.07%.

OCIEX returns outperform the peer average of 9.13% YTD. With an expense ratio of 2.08%, investors should weigh costs against performance when evaluating this mutual fund.

OCIEX performance comparison shows side-by-side returns with another fund. OCIEX alternatives are available in the Mutual Fund Screener.