OGICX Mutual Fund

OGICX Mutual Fund

NAV$45.06
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Returns Overview

1 Month
-2.47%
3 Months
+1.79%
6 Months
+7.93%
YTD
+11.43%
1 Year
+13.26%
3 Years (annualized)
+1.62%
5 Years (annualized)
-7.09%
10 Years (annualized)
+4.86%

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)
+11.43%
Peer Avg (YTD)
+8.67%
vs Peers
+2.76%

OGICX Mutual Fund Performance

OGICX performance across multiple time periods: 1-month -2.47%, YTD 11.43%, 1-year 13.26%, 3-year 1.62%, 5-year -7.09%, 10-year 4.86%.

OGICX returns outperform the peer average of 8.67% 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.