OEQIX Mutual Fund

OEQIX Mutual Fund

NAV$11.10
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Returns Overview

1 Month
-1.99%
3 Months
-3.41%
6 Months
+8.32%
YTD
+6.89%
1 Year
+13.60%
3 Years (annualized)
+18.19%
5 Years (annualized)
+6.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OEQIX 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
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📉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
MSCI Emerging Markets Net Total Return USD Index(M1EF)
This Mutual Fund (YTD)
+6.89%
Peer Avg (YTD)
+20.48%
vs Peers
-13.60%

OEQIX Mutual Fund Performance

OEQIX performance across multiple time periods: 1-month -1.99%, YTD 6.89%, 1-year 13.60%, 3-year 18.19%, 5-year 6.12%.

OEQIX returns trail the peer average of 20.48% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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