OGIAX Mutual Fund

OGIAX Mutual Fund

NAV$16.97
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Returns Overview

1 Month
+1.10%
3 Months
+0.60%
6 Months
+3.11%
YTD
+5.20%
1 Year
+9.32%
3 Years (annualized)
+11.23%
5 Years (annualized)
+5.33%
10 Years (annualized)
+7.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OGIAX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+5.20%
Peer Avg (YTD)
+6.28%
vs Peers
-1.08%

OGIAX Mutual Fund Performance

OGIAX performance across multiple time periods: 1-month 1.10%, YTD 5.20%, 1-year 9.32%, 3-year 11.23%, 5-year 5.33%, 10-year 7.43%.

OGIAX returns trail the peer average of 6.28% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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