OGLNX Mutual Fund

NAV$89.38

Returns Overview

1 Month
+1.54%
3 Months
+21.14%
6 Months
+9.30%
YTD
+8.76%
1 Year
+16.54%
3 Years (annualized)
+16.56%
5 Years (annualized)
+7.78%
10 Years (annualized)
+13.80%

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
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)
+8.76%
Peer Avg (YTD)
+8.97%
vs Peers
-0.21%

OGLNX Mutual Fund Performance

OGLNX performance across multiple time periods: 1-month 1.54%, YTD 8.76%, 1-year 16.54%, 3-year 16.56%, 5-year 7.78%, 10-year 13.80%.

OGLNX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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