OIRDX Mutual Fund

OIRDX Mutual Fund

NAV$30.82
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Returns Overview

1 Month
-1.01%
3 Months
+1.35%
6 Months
+12.48%
YTD
+7.13%
1 Year
+10.28%
3 Years (annualized)
+16.91%
5 Years (annualized)
+11.14%
10 Years (annualized)
+12.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OIRDX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+7.13%
Peer Avg (YTD)
+9.91%
vs Peers
-2.78%

OIRDX Mutual Fund Performance

OIRDX performance across multiple time periods: 1-month -1.01%, YTD 7.13%, 1-year 10.28%, 3-year 16.91%, 5-year 11.14%, 10-year 12.89%.

OIRDX returns trail the peer average of 9.91% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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