OCIEX Mutual Fund

OCIEX Mutual Fund

NAV$17.87
See how much of OCIEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.75%
3 Months
+0.61%
6 Months
+17.19%
YTD
+14.36%
1 Year
+19.17%
3 Years (annualized)
+19.10%
5 Years (annualized)
+5.89%
10 Years (annualized)
+7.88%

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
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
MSCI All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+14.36%
Peer Avg (YTD)
+9.29%
vs Peers
+5.07%

OCIEX Mutual Fund Performance

OCIEX performance across multiple time periods: 1-month -1.75%, YTD 14.36%, 1-year 19.17%, 3-year 19.10%, 5-year 5.89%, 10-year 7.88%.

OCIEX returns outperform the peer average of 9.29% YTD. With an expense ratio of 2.07%, investors should weigh costs against performance when evaluating this mutual fund.

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