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| Side by side | OCIO |
|---|---|
| Strategy | Unsorted |
| Expense ratio | 0.66% |
| Cost per year on $10k | $66 |
| Trailing 12-mo yield | 9.33% |
| Income per year on $10k | $933 |
| YTD |
| +9.4% |
| 1 year | +9.3% |
| 3 years · per year | +14.6% |
| 5 years · per year | +7.0% |
| Worst drop · 1Y | −7.0% |
| Volatility · 1Y | 11.5% |
| Holdings | 74 |
| Assets | $172M |
| Leverage | None |
| Since | 2017 |
Highlighted = best in the row. Returns include dividends.