OEGIX Mutual Fund

NAV$40.87

Returns Overview

1 Month
+3.84%
3 Months
+21.34%
6 Months
+27.86%
YTD
+25.35%
1 Year
+29.16%
3 Years (annualized)
+19.70%
5 Years (annualized)
+7.45%
10 Years (annualized)
+14.10%

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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+25.35%
Peer Avg (YTD)
+10.82%
vs Peers
+14.53%

OEGIX Mutual Fund Performance

OEGIX performance across multiple time periods: 1-month 3.84%, YTD 25.35%, 1-year 29.16%, 3-year 19.70%, 5-year 7.45%, 10-year 14.10%.

OEGIX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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