OGGCX Mutual Fund

OGGCX Mutual Fund

NAV$26.87
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Returns Overview

1 Month
-1.43%
3 Months
+2.43%
6 Months
+4.70%
YTD
+6.40%
1 Year
+14.65%
3 Years (annualized)
+13.70%
5 Years (annualized)
+7.93%
10 Years (annualized)
+10.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OGGCX 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
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📉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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+6.40%
Peer Avg (YTD)
+6.57%
vs Peers
-0.18%

OGGCX Mutual Fund Performance

OGGCX performance across multiple time periods: 1-month -1.43%, YTD 6.40%, 1-year 14.65%, 3-year 13.70%, 5-year 7.93%, 10-year 10.73%.

OGGCX returns trail the peer average of 6.57% YTD. With an expense ratio of 1.48%, investors should weigh costs against performance when evaluating this mutual fund.

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