OGICX Mutual Fund

OGICX Mutual Fund

NAV$42.71
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Returns Overview

1 Month
-1.06%
3 Months
-2.78%
6 Months
-1.04%
YTD
+7.01%
1 Year
+5.49%
3 Years (annualized)
+10.37%
5 Years (annualized)
-6.85%
10 Years (annualized)
+4.83%

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
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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 ACWI SMID Cap Index (Net)(MSCI)
This Mutual Fund (YTD)
+7.01%
Peer Avg (YTD)
+7.47%
vs Peers
-0.46%

OGICX Mutual Fund Performance

OGICX performance across multiple time periods: 1-month -1.06%, YTD 7.01%, 1-year 5.49%, 3-year 10.37%, 5-year -6.85%, 10-year 4.83%.

OGICX returns trail the peer average of 7.47% YTD. With an expense ratio of 1.90%, investors should weigh costs against performance when evaluating this mutual fund.

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