OGLIX Mutual Fund

NAV$96.36

Returns Overview

1 Month
+1.60%
3 Months
+21.32%
6 Months
+9.62%
YTD
+9.07%
1 Year
+17.24%
3 Years (annualized)
+13.34%
5 Years (annualized)
+2.27%
10 Years (annualized)
+10.53%

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
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)
+9.07%
Peer Avg (YTD)
+8.97%
vs Peers
+0.10%

OGLIX Mutual Fund Performance

OGLIX performance across multiple time periods: 1-month 1.60%, YTD 9.07%, 1-year 17.24%, 3-year 13.34%, 5-year 2.27%, 10-year 10.53%.

OGLIX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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