OEGAX Mutual Fund

OEGAX Mutual Fund

NAV$32.37
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Returns Overview

1 Month
+3.81%
3 Months
+21.23%
6 Months
+27.63%
YTD
+25.12%
1 Year
+28.70%
3 Years (annualized)
+19.25%
5 Years (annualized)
+7.05%
10 Years (annualized)
+13.64%

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)
+25.12%
Peer Avg (YTD)
+10.82%
vs Peers
+14.30%

OEGAX Mutual Fund Performance

OEGAX performance across multiple time periods: 1-month 3.81%, YTD 25.12%, 1-year 28.70%, 3-year 19.25%, 5-year 7.05%, 10-year 13.64%.

OEGAX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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