OGIIX Mutual Fund

OGIIX Mutual Fund

NAV$57.22
See how much of OGIIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.96%
3 Months
-2.49%
6 Months
-0.47%
YTD
+8.02%
1 Year
+6.70%
3 Years (annualized)
+11.63%
5 Years (annualized)
-5.79%
10 Years (annualized)
+6.05%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI SMID Cap Index (Net)(MSCI)
This Mutual Fund (YTD)
+8.02%
Peer Avg (YTD)
+7.47%
vs Peers
+0.55%

OGIIX Mutual Fund Performance

OGIIX performance across multiple time periods: 1-month -0.96%, YTD 8.02%, 1-year 6.70%, 3-year 11.63%, 5-year -5.79%, 10-year 6.05%.

OGIIX returns outperform the peer average of 7.47% 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.