OGLCX Mutual Fund

NAV$68.72

Returns Overview

1 Month
+1.50%
3 Months
+20.98%
6 Months
+9.01%
YTD
+8.49%
1 Year
+15.95%
3 Years (annualized)
+15.98%
5 Years (annualized)
+7.40%
10 Years (annualized)
+15.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OGLCX 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 Index (Net)
This Mutual Fund (YTD)
+8.49%
Peer Avg (YTD)
+8.97%
vs Peers
-0.48%

OGLCX Mutual Fund Performance

OGLCX performance across multiple time periods: 1-month 1.50%, YTD 8.49%, 1-year 15.95%, 3-year 15.98%, 5-year 7.40%, 10-year 15.25%.

OGLCX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.80%, investors should weigh costs against performance when evaluating this mutual fund.

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