OIBAX Mutual Fund

OIBAX Mutual Fund

NAV$4.49
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Returns Overview

1 Month
-3.50%
3 Months
-2.94%
6 Months
+0.61%
YTD
-4.80%
1 Year
-0.22%
3 Years (annualized)
+7.07%
5 Years (annualized)
+1.23%
10 Years (annualized)
+1.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OIBAX 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
Bloomberg Global Aggregate ex-US Index
This Mutual Fund (YTD)
-4.80%
Peer Avg (YTD)
-1.59%
vs Peers
-3.21%

OIBAX Mutual Fund Performance

OIBAX performance across multiple time periods: 1-month -3.50%, YTD -4.80%, 1-year -0.22%, 3-year 7.07%, 5-year 1.23%, 10-year 1.56%.

OIBAX returns trail the peer average of -1.59% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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