OIDAX Mutual Fund

OIDAX Mutual Fund

NAV$14.81
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Returns Overview

1 Month
-2.69%
3 Months
+0.27%
6 Months
+12.42%
YTD
+9.93%
1 Year
+15.49%
3 Years (annualized)
+12.96%
5 Years (annualized)
+2.43%
10 Years (annualized)
+7.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OIDAX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+9.93%
Peer Avg (YTD)
+8.68%
vs Peers
+1.25%

OIDAX Mutual Fund Performance

OIDAX performance across multiple time periods: 1-month -2.69%, YTD 9.93%, 1-year 15.49%, 3-year 12.96%, 5-year 2.43%, 10-year 7.05%.

OIDAX returns outperform the peer average of 8.68% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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