OIEFX Mutual Fund

OIEFX Mutual Fund

NAV$28.73
See how much of OIEFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+4.89%
3 Months
+2.12%
6 Months
+9.77%
YTD
+18.77%
1 Year
+23.19%
3 Years (annualized)
+18.88%
5 Years (annualized)
+9.59%
10 Years (annualized)
+11.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OIEFX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+18.77%
Peer Avg (YTD)
+14.61%
vs Peers
+4.16%

OIEFX Mutual Fund Performance

OIEFX performance across multiple time periods: 1-month 4.89%, YTD 18.77%, 1-year 23.19%, 3-year 18.88%, 5-year 9.59%, 10-year 11.53%.

OIEFX returns outperform the peer average of 14.61% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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