OGVCX Mutual Fund

OGVCX Mutual Fund

NAV$9.49
See how much of OGVCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.09%
3 Months
-0.92%
6 Months
-1.24%
YTD
-1.04%
1 Year
+1.80%
3 Years (annualized)
+2.66%
5 Years (annualized)
-1.26%
10 Years (annualized)
+0.13%

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
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
Bloomberg US Government Bond Index
This Mutual Fund (YTD)
-1.04%
Peer Avg (YTD)
+0.12%
vs Peers
-1.16%

OGVCX Mutual Fund Performance

OGVCX performance across multiple time periods: 1-month -1.09%, YTD -1.04%, 1-year 1.80%, 3-year 2.66%, 5-year -1.26%, 10-year 0.13%.

OGVCX returns trail the peer average of 0.12% 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.