OIBCX Mutual Fund

OIBCX Mutual Fund

NAV$4.48
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Returns Overview

1 Month
-3.36%
3 Months
-2.93%
6 Months
+0.22%
YTD
-5.16%
1 Year
-0.98%
3 Years (annualized)
+6.29%
5 Years (annualized)
+0.65%
10 Years (annualized)
+0.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OIBCX 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)
-5.16%
Peer Avg (YTD)
-1.59%
vs Peers
-3.57%

OIBCX Mutual Fund Performance

OIBCX performance across multiple time periods: 1-month -3.36%, YTD -5.16%, 1-year -0.98%, 3-year 6.29%, 5-year 0.65%, 10-year 0.90%.

OIBCX returns trail the peer average of -1.59% YTD. With an expense ratio of 1.82%, investors should weigh costs against performance when evaluating this mutual fund.

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