OGGYX Mutual Fund

OGGYX Mutual Fund

NAV$9.18
See how much of OGGYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.11%
3 Months
-0.26%
6 Months
-1.07%
YTD
-0.39%
1 Year
+1.60%
3 Years (annualized)
+7.06%
5 Years (annualized)
+2.50%
10 Years (annualized)
+3.78%

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
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
Bloomberg US Government Bond Index
This Mutual Fund (YTD)
-0.39%
Peer Avg (YTD)
+2.15%
vs Peers
-2.54%

OGGYX Mutual Fund Performance

OGGYX performance across multiple time periods: 1-month -0.11%, YTD -0.39%, 1-year 1.60%, 3-year 7.06%, 5-year 2.50%, 10-year 3.78%.

OGGYX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.30%, investors should weigh costs against performance when evaluating this mutual fund.

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