OGBCX Mutual Fund

NAV$17.03

Returns Overview

1 Month
+0.49%
3 Months
+7.00%
6 Months
+5.21%
YTD
+4.89%
1 Year
+11.33%
3 Years (annualized)
+10.33%
5 Years (annualized)
+4.96%
10 Years (annualized)
+7.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OGBCX 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)
+4.89%
Peer Avg (YTD)
+5.87%
vs Peers
-0.98%

OGBCX Mutual Fund Performance

OGBCX performance across multiple time periods: 1-month 0.49%, YTD 4.89%, 1-year 11.33%, 3-year 10.33%, 5-year 4.96%, 10-year 7.07%.

OGBCX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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