OIBIX Mutual Fund

OIBIX Mutual Fund

NAV$4.48
See how much of OIBIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.48%
3 Months
-2.85%
6 Months
+0.81%
YTD
-4.55%
1 Year
+0.12%
3 Years (annualized)
+7.69%
5 Years (annualized)
+1.70%
10 Years (annualized)
+1.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OIBIX 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
Bloomberg Global Aggregate ex-US Index
This Mutual Fund (YTD)
-4.55%
Peer Avg (YTD)
-1.59%
vs Peers
-2.96%

OIBIX Mutual Fund Performance

OIBIX performance across multiple time periods: 1-month -3.48%, YTD -4.55%, 1-year 0.12%, 3-year 7.69%, 5-year 1.70%, 10-year 1.99%.

OIBIX returns trail the peer average of -1.59% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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