OGLYX Mutual Fund

OGLYX Mutual Fund

NAV$97.26
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Returns Overview

1 Month
+2.55%
3 Months
-1.51%
6 Months
+9.52%
YTD
+5.71%
1 Year
+13.90%
3 Years (annualized)
+15.60%
5 Years (annualized)
+5.02%
10 Years (annualized)
+11.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OGLYX 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)
+5.71%
Peer Avg (YTD)
+8.51%
vs Peers
-2.80%

OGLYX Mutual Fund Performance

OGLYX performance across multiple time periods: 1-month 2.55%, YTD 5.71%, 1-year 13.90%, 3-year 15.60%, 5-year 5.02%, 10-year 11.80%.

OGLYX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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