OALGX Mutual Fund

OALGX Mutual Fund

NAV$21.79
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Returns Overview

1 Month
-3.19%
3 Months
+0.43%
6 Months
+3.15%
YTD
+2.56%
1 Year
+11.03%
3 Years (annualized)
+18.37%
5 Years (annualized)
+8.38%
10 Years (annualized)
+14.48%

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)
+2.56%
Peer Avg (YTD)
+6.23%
vs Peers
-3.68%

OALGX Mutual Fund Performance

OALGX performance across multiple time periods: 1-month -3.19%, YTD 2.56%, 1-year 11.03%, 3-year 18.37%, 5-year 8.38%, 10-year 14.48%.

OALGX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.20%, 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.