OGIIX Mutual Fund

OGIIX Mutual Fund

NAV$58.07
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Returns Overview

1 Month
-2.38%
3 Months
+2.07%
6 Months
+8.52%
YTD
+12.15%
1 Year
+14.52%
3 Years (annualized)
+2.79%
5 Years (annualized)
-6.04%
10 Years (annualized)
+6.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OGIIX 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)
+12.15%
Peer Avg (YTD)
+8.67%
vs Peers
+3.48%

OGIIX Mutual Fund Performance

OGIIX performance across multiple time periods: 1-month -2.38%, YTD 12.15%, 1-year 14.52%, 3-year 2.79%, 5-year -6.04%, 10-year 6.07%.

OGIIX returns outperform the peer average of 8.67% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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