OGVCX Mutual Fund

OGVCX Mutual Fund

NAV$9.18
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Returns Overview

1 Month
-0.11%
3 Months
-1.06%
6 Months
-2.95%
YTD
-1.15%
1 Year
+0.55%
3 Years (annualized)
+2.83%
5 Years (annualized)
-1.22%
10 Years (annualized)
+0.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OGVCX 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
Bloomberg US Government Bond Index
This Mutual Fund (YTD)
-1.15%
Peer Avg (YTD)
+2.15%
vs Peers
-3.30%

OGVCX Mutual Fund Performance

OGVCX performance across multiple time periods: 1-month -0.11%, YTD -1.15%, 1-year 0.55%, 3-year 2.83%, 5-year -1.22%, 10-year 0.18%.

OGVCX returns trail the peer average of 2.15% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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