OGINX Mutual Fund

OGINX Mutual Fund

NAV$51.85
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Returns Overview

1 Month
-2.43%
3 Months
+1.91%
6 Months
+8.19%
YTD
+11.75%
1 Year
+13.82%
3 Years (annualized)
+2.14%
5 Years (annualized)
-6.63%
10 Years (annualized)
+5.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OGINX 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)
+11.75%
Peer Avg (YTD)
+8.67%
vs Peers
+3.08%

OGINX Mutual Fund Performance

OGINX performance across multiple time periods: 1-month -2.43%, YTD 11.75%, 1-year 13.82%, 3-year 2.14%, 5-year -6.63%, 10-year 5.39%.

OGINX returns outperform the peer average of 8.67% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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