OGLCX Mutual Fund

OGLCX Mutual Fund

NAV$69.36
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Returns Overview

1 Month
+2.46%
3 Months
-1.76%
6 Months
+8.97%
YTD
+5.01%
1 Year
+12.74%
3 Years (annualized)
+14.45%
5 Years (annualized)
+3.97%
10 Years (annualized)
+10.69%

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
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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 Index (Net)
This Mutual Fund (YTD)
+5.01%
Peer Avg (YTD)
+8.51%
vs Peers
-3.50%

OGLCX Mutual Fund Performance

OGLCX performance across multiple time periods: 1-month 2.46%, YTD 5.01%, 1-year 12.74%, 3-year 14.45%, 5-year 3.97%, 10-year 10.69%.

OGLCX returns trail the peer average of 8.51% YTD. With an expense ratio of 1.80%, investors should weigh costs against performance when evaluating this mutual fund.

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