OEGYX Mutual Fund

OEGYX Mutual Fund

NAV$39.57
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Returns Overview

1 Month
+3.84%
3 Months
+21.31%
6 Months
+27.82%
YTD
+25.30%
1 Year
+29.01%
3 Years (annualized)
+21.02%
5 Years (annualized)
+11.03%
10 Years (annualized)
+18.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OEGYX 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)
+25.30%
Peer Avg (YTD)
+10.82%
vs Peers
+14.48%

OEGYX Mutual Fund Performance

OEGYX performance across multiple time periods: 1-month 3.84%, YTD 25.30%, 1-year 29.01%, 3-year 21.02%, 5-year 11.03%, 10-year 18.49%.

OEGYX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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