OEPIX Mutual Fund

OEPIX Mutual Fund

NAV$127.13
See how much of OEPIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-17.15%
3 Months
-7.34%
6 Months
-13.58%
YTD
+37.06%
1 Year
+71.95%
3 Years (annualized)
+7.33%
5 Years (annualized)
+20.75%
10 Years (annualized)
-9.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OEPIX 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
S&P Total Market Index(^SPTMCDUP:SP)
This Mutual Fund (YTD)
+37.06%
Peer Avg (YTD)
+19.29%
vs Peers
+17.77%

OEPIX Mutual Fund Performance

OEPIX performance across multiple time periods: 1-month -17.15%, YTD 37.06%, 1-year 71.95%, 3-year 7.33%, 5-year 20.75%, 10-year -9.69%.

OEPIX returns outperform the peer average of 19.29% YTD. With an expense ratio of 1.74%, investors should weigh costs against performance when evaluating this mutual fund.

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