OINCX Mutual Fund

OINCX Mutual Fund

NAV$28.10
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Returns Overview

1 Month
+4.87%
3 Months
+2.06%
6 Months
+9.62%
YTD
+18.52%
1 Year
+22.88%
3 Years (annualized)
+18.60%
5 Years (annualized)
+9.32%
10 Years (annualized)
+11.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OINCX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+18.52%
Peer Avg (YTD)
+14.61%
vs Peers
+3.91%

OINCX Mutual Fund Performance

OINCX performance across multiple time periods: 1-month 4.87%, YTD 18.52%, 1-year 22.88%, 3-year 18.60%, 5-year 9.32%, 10-year 11.25%.

OINCX returns outperform the peer average of 14.61% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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