OGLIX Mutual Fund

OGLIX Mutual Fund

NAV$97.01
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Returns Overview

1 Month
-5.44%
3 Months
+1.18%
6 Months
+3.34%
YTD
+3.14%
1 Year
+11.54%
3 Years (annualized)
+13.67%
5 Years (annualized)
+5.17%
10 Years (annualized)
+11.84%

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)
+3.14%
Peer Avg (YTD)
+6.23%
vs Peers
-3.10%

OGLIX Mutual Fund Performance

OGLIX performance across multiple time periods: 1-month -5.44%, YTD 3.14%, 1-year 11.54%, 3-year 13.67%, 5-year 5.17%, 10-year 11.84%.

OGLIX returns trail the peer average of 6.23% 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.