OGLCX Mutual Fund

OGLCX Mutual Fund

NAV$68.65
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Returns Overview

1 Month
-5.53%
3 Months
+0.90%
6 Months
+2.78%
YTD
+2.49%
1 Year
+10.32%
3 Years (annualized)
+12.41%
5 Years (annualized)
+4.02%
10 Years (annualized)
+10.58%

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)
+2.49%
Peer Avg (YTD)
+6.23%
vs Peers
-3.75%

OGLCX Mutual Fund Performance

OGLCX performance across multiple time periods: 1-month -5.53%, YTD 2.49%, 1-year 10.32%, 3-year 12.41%, 5-year 4.02%, 10-year 10.58%.

OGLCX returns trail the peer average of 6.23% 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.