OGGFX Mutual Fund

OGGFX Mutual Fund

NAV$24.89
See how much of OGGFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.71%
3 Months
+6.40%
6 Months
+14.70%
YTD
+20.25%
1 Year
+29.06%
3 Years (annualized)
+11.77%
5 Years (annualized)
+1.34%
10 Years (annualized)
+12.40%

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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+20.25%
Peer Avg (YTD)
+15.31%
vs Peers
+4.94%

OGGFX Mutual Fund Performance

OGGFX performance across multiple time periods: 1-month -5.71%, YTD 20.25%, 1-year 29.06%, 3-year 11.77%, 5-year 1.34%, 10-year 12.40%.

OGGFX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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