OEGNX Mutual Fund

OEGNX Mutual Fund

NAV$26.43
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Returns Overview

1 Month
-8.02%
3 Months
-0.79%
6 Months
+12.87%
YTD
+17.25%
1 Year
+18.41%
3 Years (annualized)
+15.18%
5 Years (annualized)
+4.17%
10 Years (annualized)
+11.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OEGNX 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)
+17.25%
Peer Avg (YTD)
+9.54%
vs Peers
+7.71%

OEGNX Mutual Fund Performance

OEGNX performance across multiple time periods: 1-month -8.02%, YTD 17.25%, 1-year 18.41%, 3-year 15.18%, 5-year 4.17%, 10-year 11.97%.

OEGNX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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