OIEFX Mutual Fund

OIEFX Mutual Fund

NAV$27.62
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Returns Overview

1 Month
-3.58%
3 Months
+0.52%
6 Months
+11.60%
YTD
+12.16%
1 Year
+15.81%
3 Years (annualized)
+16.06%
5 Years (annualized)
+9.79%
10 Years (annualized)
+11.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OIEFX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+12.16%
Peer Avg (YTD)
+10.00%
vs Peers
+2.16%

OIEFX Mutual Fund Performance

OIEFX performance across multiple time periods: 1-month -3.58%, YTD 12.16%, 1-year 15.81%, 3-year 16.06%, 5-year 9.79%, 10-year 11.14%.

OIEFX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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