OGRIX Mutual Fund

OGRIX Mutual Fund

NAV$39.08
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Returns Overview

1 Month
+7.04%
3 Months
+5.16%
6 Months
+10.17%
YTD
+15.93%
1 Year
+23.47%
3 Years (annualized)
+20.22%
5 Years (annualized)
+12.79%
10 Years (annualized)
+12.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OGRIX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+15.93%
Peer Avg (YTD)
+14.61%
vs Peers
+1.32%

OGRIX Mutual Fund Performance

OGRIX performance across multiple time periods: 1-month 7.04%, YTD 15.93%, 1-year 23.47%, 3-year 20.22%, 5-year 12.79%, 10-year 12.58%.

OGRIX returns outperform the peer average of 14.61% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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