OEGCX Mutual Fund

OEGCX Mutual Fund

NAV$20.66
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Returns Overview

1 Month
-8.07%
3 Months
-0.96%
6 Months
+12.54%
YTD
+16.85%
1 Year
+17.82%
3 Years (annualized)
+14.62%
5 Years (annualized)
+3.66%
10 Years (annualized)
+11.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OEGCX 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)
+16.85%
Peer Avg (YTD)
+9.54%
vs Peers
+7.31%

OEGCX Mutual Fund Performance

OEGCX performance across multiple time periods: 1-month -8.07%, YTD 16.85%, 1-year 17.82%, 3-year 14.62%, 5-year 3.66%, 10-year 11.42%.

OEGCX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.77%, investors should weigh costs against performance when evaluating this mutual fund.

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