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AXS Income Opportunities Fund (OIOIX) Sharpe Ratio

Mutual Fund · Currency in USD · Last updated Jun 3, 2026

The fund will invest in U.S. and non-U.S. securities and investment instruments including, but not limited to, equity securities, debt securities, and derivatives. It may invest up to 85% of its net assets in derivatives. The fund may invest without limit in debt securities, provided that no more than 30% of its net assets are invested in debt securities rated below investment grade.

Sharpe ratio is not yet available for OIOIX. This metric requires at least 12 months of historical daily returns to calculate. Check back once this data is available.

How it compares to other similar mutual funds

The table compares AXS Income Opportunities Fund's Sharpe Ratio with other mutual funds in the Preferred Stock/Convertible Bonds category across multiple time periods, showing how OIOIX's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jun 3, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
DPIIXDestra Flaherty & Crumrine Preferred and Income Fund3.88
PISHXCohen & Steers Preferred Securities and Income SMA Shares3.74
CPXIXCohen & Steers Preferred Securities and Income Fund, Inc.3.44
LPXZXCohen & Steers Low Duration Preferred and Income Fund3.42
PCSFXPrincipal Capital Securities Fund3.39
CICVXCalamos Convertible Fund3.12
CCVIXCalamos Convertible Fund3.10
FIQVXFidelity Advisor Convertible Securities Fund Class Z3.03
FICVXFidelity Advisor Convertible Securities Fund Class I3.01
FACVXFidelity Advisor Convertible Securities Fund Class A2.99
OIOIXAXS Income Opportunities Fund—

S&P 500 Index

How to choose period

Historical Sharpe Ratio

The chart shows OIOIX's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when OIOIX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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