OGFAX Mutual Fund

OGFAX Mutual Fund

NAV$114.92
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Returns Overview

1 Month
-0.07%
3 Months
+4.18%
6 Months
+8.53%
YTD
+9.87%
1 Year
+19.50%
3 Years (annualized)
+19.28%
5 Years (annualized)
+12.80%
10 Years (annualized)
+15.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OGFAX 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)
+9.87%
Peer Avg (YTD)
+9.41%
vs Peers
+0.46%

OGFAX Mutual Fund Performance

OGFAX performance across multiple time periods: 1-month -0.07%, YTD 9.87%, 1-year 19.50%, 3-year 19.28%, 5-year 12.80%, 10-year 15.03%.

OGFAX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.04%, investors should weigh costs against performance when evaluating this mutual fund.

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