OGICX Mutual Fund

OGICX Mutual Fund

NAV$44.48
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Returns Overview

1 Month
+0.32%
3 Months
-0.67%
6 Months
+3.81%
YTD
+11.79%
1 Year
+12.49%
3 Years (annualized)
+4.96%
5 Years (annualized)
-7.28%
10 Years (annualized)
+4.68%

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)
+11.79%
Peer Avg (YTD)
+9.98%
vs Peers
+1.81%

OGICX Mutual Fund Performance

OGICX performance across multiple time periods: 1-month 0.32%, YTD 11.79%, 1-year 12.49%, 3-year 4.96%, 5-year -7.28%, 10-year 4.68%.

OGICX returns outperform the peer average of 9.98% 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.