OGGYX Mutual Fund

OGGYX Mutual Fund

NAV$9.52
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Returns Overview

1 Month
+0.31%
3 Months
+0.36%
6 Months
+0.50%
YTD
+0.50%
1 Year
+3.52%
3 Years (annualized)
+3.87%
5 Years (annualized)
+0.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OGGYX 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
Bloomberg US Government Bond Index
This Mutual Fund (YTD)
+0.50%
Peer Avg (YTD)
+3.23%
vs Peers
-2.73%

OGGYX Mutual Fund Performance

OGGYX performance across multiple time periods: 1-month 0.31%, YTD 0.50%, 1-year 3.52%, 3-year 3.87%, 5-year 0.08%.

OGGYX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.30%, investors should weigh costs against performance when evaluating this mutual fund.

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