OFIGX Mutual Fund

NAV$14.54

Returns Overview

1 Month
+1.10%
3 Months
+14.45%
6 Months
+12.35%
YTD
+12.35%
1 Year
+19.01%
3 Years (annualized)
+20.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OFIGX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+12.35%
Peer Avg (YTD)
+8.97%
vs Peers
+3.38%

OFIGX Mutual Fund Performance

OFIGX performance across multiple time periods: 1-month 1.10%, YTD 12.35%, 1-year 19.01%, 3-year 20.64%.

OFIGX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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