OGICX Mutual Fund

NAV$45.04

Returns Overview

1 Month
+1.52%
3 Months
+13.54%
6 Months
+14.25%
YTD
+12.86%
1 Year
+14.11%
3 Years (annualized)
+3.68%
5 Years (annualized)
-6.59%
10 Years (annualized)
+6.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OGICX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI ACWI SMID Cap Index (Net)(MSCI)
This Mutual Fund (YTD)
+12.86%
Peer Avg (YTD)
+9.16%
vs Peers
+3.70%

OGICX Mutual Fund Performance

OGICX performance across multiple time periods: 1-month 1.52%, YTD 12.86%, 1-year 14.11%, 3-year 3.68%, 5-year -6.59%, 10-year 6.02%.

OGICX returns outperform the peer average of 9.16% YTD. With an expense ratio of 1.90%, investors should weigh costs against performance when evaluating this mutual fund.

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