OGAXX Mutual Fund

OGAXX Mutual Fund

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Returns Overview

1 Month
+0.29%
3 Months
+0.87%
6 Months
+1.72%
YTD
+2.02%
1 Year
+3.70%
3 Years (annualized)
+4.47%
5 Years (annualized)
+3.50%
10 Years (annualized)
+2.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OGAXX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

This Mutual Fund (YTD)
+2.02%
Peer Avg (YTD)
+1.18%
vs Peers
+0.85%

OGAXX Mutual Fund Performance

OGAXX performance across multiple time periods: 1-month 0.29%, YTD 2.02%, 1-year 3.70%, 3-year 4.47%, 5-year 3.50%, 10-year 2.21%.

OGAXX returns outperform the peer average of 1.18% YTD. With an expense ratio of 0.26%, investors should weigh costs against performance when evaluating this mutual fund.

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