OEGIX Mutual Fund

OEGIX Mutual Fund

NAV$39.76
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Returns Overview

1 Month
-7.99%
3 Months
-0.65%
6 Months
+13.17%
YTD
+17.65%
1 Year
+19.11%
3 Years (annualized)
+15.87%
5 Years (annualized)
+4.81%
10 Years (annualized)
+12.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OEGIX 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)
+17.65%
Peer Avg (YTD)
+9.54%
vs Peers
+8.11%

OEGIX Mutual Fund Performance

OEGIX performance across multiple time periods: 1-month -7.99%, YTD 17.65%, 1-year 19.11%, 3-year 15.87%, 5-year 4.81%, 10-year 12.67%.

OEGIX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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