OIIEX Mutual Fund

NAV$17.55

Returns Overview

1 Month
-2.55%
3 Months
+3.78%
6 Months
+3.97%
YTD
+10.10%
1 Year
+22.81%
3 Years (annualized)
+18.52%
5 Years (annualized)
+6.66%
10 Years (annualized)
+9.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OIIEX 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

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)
+10.10%
Peer Avg (YTD)
+9.13%
vs Peers
+0.97%

OIIEX Mutual Fund Performance

OIIEX performance across multiple time periods: 1-month -2.55%, YTD 10.10%, 1-year 22.81%, 3-year 18.52%, 5-year 6.66%, 10-year 9.15%.

OIIEX returns outperform the peer average of 9.13% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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