OALGX Mutual Fund

OALGX Mutual Fund

NAV$23.16
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Returns Overview

1 Month
+4.09%
3 Months
-2.08%
6 Months
+10.82%
YTD
+6.75%
1 Year
+14.19%
3 Years (annualized)
+24.39%
5 Years (annualized)
+14.63%
10 Years (annualized)
+22.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OALGX 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 Growth Index(^RLG)
This Mutual Fund (YTD)
+6.75%
Peer Avg (YTD)
+8.51%
vs Peers
-1.76%

OALGX Mutual Fund Performance

OALGX performance across multiple time periods: 1-month 4.09%, YTD 6.75%, 1-year 14.19%, 3-year 24.39%, 5-year 14.63%, 10-year 22.79%.

OALGX returns trail the peer average of 8.51% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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