OEGAX Mutual Fund

OEGAX Mutual Fund

NAV$30.33
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Returns Overview

1 Month
-7.98%
3 Months
-0.72%
6 Months
+12.99%
YTD
+17.44%
1 Year
+18.72%
3 Years (annualized)
+15.48%
5 Years (annualized)
+4.43%
10 Years (annualized)
+12.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OEGAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+17.44%
Peer Avg (YTD)
+9.54%
vs Peers
+7.90%

OEGAX Mutual Fund Performance

OEGAX performance across multiple time periods: 1-month -7.98%, YTD 17.44%, 1-year 18.72%, 3-year 15.48%, 5-year 4.43%, 10-year 12.25%.

OEGAX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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