OGLIX Mutual Fund

OGLIX Mutual Fund

NAV$90.43
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Returns Overview

1 Month
-5.87%
3 Months
-1.71%
6 Months
-0.54%
YTD
+1.37%
1 Year
+2.00%
3 Years (annualized)
+17.44%
5 Years (annualized)
+4.44%
10 Years (annualized)
+11.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OGLIX 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)
+1.37%
Peer Avg (YTD)
+5.23%
vs Peers
-3.86%

OGLIX Mutual Fund Performance

OGLIX performance across multiple time periods: 1-month -5.87%, YTD 1.37%, 1-year 2.00%, 3-year 17.44%, 5-year 4.44%, 10-year 11.52%.

OGLIX returns trail the peer average of 5.23% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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