OEGNX Mutual Fund

OEGNX Mutual Fund

NAV$28.22
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Returns Overview

1 Month
+3.78%
3 Months
+21.17%
6 Months
+27.47%
YTD
+24.97%
1 Year
+28.39%
3 Years (annualized)
+20.91%
5 Years (annualized)
+11.46%
10 Years (annualized)
+18.94%

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)
+24.97%
Peer Avg (YTD)
+10.82%
vs Peers
+14.15%

OEGNX Mutual Fund Performance

OEGNX performance across multiple time periods: 1-month 3.78%, YTD 24.97%, 1-year 28.39%, 3-year 20.91%, 5-year 11.46%, 10-year 18.94%.

OEGNX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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