OGINX Mutual Fund

NAV$53.57

Returns Overview

1 Month
+1.56%
3 Months
+13.66%
6 Months
+14.54%
YTD
+13.13%
1 Year
+14.68%
3 Years (annualized)
+4.20%
5 Years (annualized)
-7.19%
10 Years (annualized)
+3.49%

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
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)
+13.13%
Peer Avg (YTD)
+9.16%
vs Peers
+3.97%

OGINX Mutual Fund Performance

OGINX performance across multiple time periods: 1-month 1.56%, YTD 13.13%, 1-year 14.68%, 3-year 4.20%, 5-year -7.19%, 10-year 3.49%.

OGINX returns outperform the peer average of 9.16% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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