OGGFX Mutual Fund

NAV$26.29
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Returns Overview

1 Month
+5.46%
3 Months
+28.57%
6 Months
+27.53%
YTD
+26.02%
1 Year
+39.37%
3 Years (annualized)
+15.50%
5 Years (annualized)
+4.45%
10 Years (annualized)
+17.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OGGFX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+26.02%
Peer Avg (YTD)
+18.52%
vs Peers
+7.49%

OGGFX Mutual Fund Performance

OGGFX performance across multiple time periods: 1-month 5.46%, YTD 26.02%, 1-year 39.37%, 3-year 15.50%, 5-year 4.45%, 10-year 17.38%.

OGGFX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

OGGFX performance comparison shows side-by-side returns with another fund. OGGFX alternatives are available in the Mutual Fund Screener.