OGBCX Mutual Fund

OGBCX Mutual Fund

NAV$16.78
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Returns Overview

1 Month
-1.06%
3 Months
+1.22%
6 Months
+2.70%
YTD
+3.77%
1 Year
+9.54%
3 Years (annualized)
+9.71%
5 Years (annualized)
+4.82%
10 Years (annualized)
+6.83%

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
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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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+3.77%
Peer Avg (YTD)
+5.54%
vs Peers
-1.76%

OGBCX Mutual Fund Performance

OGBCX performance across multiple time periods: 1-month -1.06%, YTD 3.77%, 1-year 9.54%, 3-year 9.71%, 5-year 4.82%, 10-year 6.83%.

OGBCX returns trail the peer average of 5.54% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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