OGIYX Mutual Fund

NAV$59.70

Returns Overview

1 Month
+1.59%
3 Months
+13.81%
6 Months
+14.82%
YTD
+13.42%
1 Year
+15.27%
3 Years (annualized)
+4.73%
5 Years (annualized)
-5.65%
10 Years (annualized)
+7.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OGIYX 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)
+13.42%
Peer Avg (YTD)
+9.16%
vs Peers
+4.26%

OGIYX Mutual Fund Performance

OGIYX performance across multiple time periods: 1-month 1.59%, YTD 13.42%, 1-year 15.27%, 3-year 4.73%, 5-year -5.65%, 10-year 7.08%.

OGIYX returns outperform the peer average of 9.16% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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