OGMCX Mutual Fund

NAV$51.42

Returns Overview

1 Month
-14.64%
3 Months
-16.45%
6 Months
-10.86%
YTD
-10.95%
1 Year
+41.56%
3 Years (annualized)
+32.30%
5 Years (annualized)
+14.55%
10 Years (annualized)
+11.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OGMCX 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 ex USA Index (Net)
This Mutual Fund (YTD)
-10.95%
Peer Avg (YTD)
-2.18%
vs Peers
-8.76%

OGMCX Mutual Fund Performance

OGMCX performance across multiple time periods: 1-month -14.64%, YTD -10.95%, 1-year 41.56%, 3-year 32.30%, 5-year 14.55%, 10-year 11.43%.

OGMCX returns trail the peer average of -2.18% YTD. With an expense ratio of 1.81%, investors should weigh costs against performance when evaluating this mutual fund.

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