OGIIX Mutual Fund

NAV$60.16

Returns Overview

1 Month
+1.59%
3 Months
+13.84%
6 Months
+14.88%
YTD
+13.48%
1 Year
+15.40%
3 Years (annualized)
+4.87%
5 Years (annualized)
-5.52%
10 Years (annualized)
+7.24%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI SMID Cap Index (Net)(MSCI)
This Mutual Fund (YTD)
+13.48%
Peer Avg (YTD)
+9.16%
vs Peers
+4.32%

OGIIX Mutual Fund Performance

OGIIX performance across multiple time periods: 1-month 1.59%, YTD 13.48%, 1-year 15.40%, 3-year 4.87%, 5-year -5.52%, 10-year 7.24%.

OGIIX returns outperform the peer average of 9.16% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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