OGRIX Mutual Fund

OGRIX Mutual Fund

NAV$38.53
See how much of OGRIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.64%
3 Months
+4.77%
6 Months
+7.51%
YTD
+10.24%
1 Year
+24.88%
3 Years (annualized)
+13.96%
5 Years (annualized)
+12.85%
10 Years (annualized)
+12.02%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+10.24%
Peer Avg (YTD)
+11.41%
vs Peers
-1.17%

OGRIX Mutual Fund Performance

OGRIX performance across multiple time periods: 1-month 3.64%, YTD 10.24%, 1-year 24.88%, 3-year 13.96%, 5-year 12.85%, 10-year 12.02%.

OGRIX returns trail the peer average of 11.41% 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.