OGEAX Mutual Fund

OGEAX Mutual Fund

NAV$113.62
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Returns Overview

1 Month
-0.91%
3 Months
+1.37%
6 Months
+5.49%
YTD
+11.12%
1 Year
+11.61%
3 Years (annualized)
+22.85%
5 Years (annualized)
+11.54%
10 Years (annualized)
+14.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OGEAX 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)
+11.12%
Peer Avg (YTD)
+9.28%
vs Peers
+1.84%

OGEAX Mutual Fund Performance

OGEAX performance across multiple time periods: 1-month -0.91%, YTD 11.12%, 1-year 11.61%, 3-year 22.85%, 5-year 11.54%, 10-year 14.92%.

OGEAX returns outperform the peer average of 9.28% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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