OGLNX Mutual Fund

OGLNX Mutual Fund

NAV$89.32
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Returns Overview

1 Month
-5.49%
3 Months
+1.05%
6 Months
+3.04%
YTD
+2.79%
1 Year
+10.89%
3 Years (annualized)
+12.98%
5 Years (annualized)
+4.54%
10 Years (annualized)
+11.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OGLNX 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)
+2.79%
Peer Avg (YTD)
+6.23%
vs Peers
-3.44%

OGLNX Mutual Fund Performance

OGLNX performance across multiple time periods: 1-month -5.49%, YTD 2.79%, 1-year 10.89%, 3-year 12.98%, 5-year 4.54%, 10-year 11.14%.

OGLNX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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