OGEAX Mutual Fund

OGEAX Mutual Fund

NAV$114.69
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Returns Overview

1 Month
-0.11%
3 Months
+4.07%
6 Months
+8.32%
YTD
+9.62%
1 Year
+19.01%
3 Years (annualized)
+18.79%
5 Years (annualized)
+12.35%
10 Years (annualized)
+14.57%

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)
+9.62%
Peer Avg (YTD)
+9.41%
vs Peers
+0.20%

OGEAX Mutual Fund Performance

OGEAX performance across multiple time periods: 1-month -0.11%, YTD 9.62%, 1-year 19.01%, 3-year 18.79%, 5-year 12.35%, 10-year 14.57%.

OGEAX returns outperform the peer average of 9.41% 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.