OEGIX Mutual Fund

OEGIX Mutual Fund

NAV$37.02
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Returns Overview

1 Month
-2.95%
3 Months
-5.85%
6 Months
-6.46%
YTD
+8.59%
1 Year
+5.91%
3 Years (annualized)
+19.45%
5 Years (annualized)
+2.11%
10 Years (annualized)
+12.55%

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
PROUpgrade to run
🏦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)
+8.59%
Peer Avg (YTD)
+8.01%
vs Peers
+0.59%

OEGIX Mutual Fund Performance

OEGIX performance across multiple time periods: 1-month -2.95%, YTD 8.59%, 1-year 5.91%, 3-year 19.45%, 5-year 2.11%, 10-year 12.55%.

OEGIX returns outperform the peer average of 8.01% 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.