OIDCX Mutual Fund

OIDCX Mutual Fund

NAV$13.19
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Returns Overview

1 Month
-2.72%
3 Months
+0.08%
6 Months
+11.94%
YTD
+9.26%
1 Year
+14.63%
3 Years (annualized)
+12.11%
5 Years (annualized)
+3.06%
10 Years (annualized)
+6.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OIDCX 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)
+9.26%
Peer Avg (YTD)
+8.68%
vs Peers
+0.58%

OIDCX Mutual Fund Performance

OIDCX performance across multiple time periods: 1-month -2.72%, YTD 9.26%, 1-year 14.63%, 3-year 12.11%, 5-year 3.06%, 10-year 6.98%.

OIDCX returns outperform the peer average of 8.68% YTD. With an expense ratio of 2.04%, investors should weigh costs against performance when evaluating this mutual fund.

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