OEGCX Mutual Fund

OEGCX Mutual Fund

NAV$20.61
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Returns Overview

1 Month
-2.51%
3 Months
-7.04%
6 Months
+2.48%
YTD
+13.92%
1 Year
+14.86%
3 Years (annualized)
+14.77%
5 Years (annualized)
+2.29%
10 Years (annualized)
+11.14%

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)
+13.92%
Peer Avg (YTD)
+9.89%
vs Peers
+4.03%

OEGCX Mutual Fund Performance

OEGCX performance across multiple time periods: 1-month -2.51%, YTD 13.92%, 1-year 14.86%, 3-year 14.77%, 5-year 2.29%, 10-year 11.14%.

OEGCX returns outperform the peer average of 9.89% 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.