OHFGX Mutual Fund

OHFGX Mutual Fund

NAV$12.50
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Returns Overview

1 Month
-1.49%
3 Months
-1.88%
6 Months
-9.26%
YTD
+1.54%
1 Year
-2.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OHFGX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+1.54%
Peer Avg (YTD)
+9.28%
vs Peers
-7.74%

OHFGX Mutual Fund Performance

OHFGX performance across multiple time periods: 1-month -1.49%, YTD 1.54%, 1-year -2.29%.

OHFGX returns trail the peer average of 9.28% YTD. With an expense ratio of 1.98%, investors should weigh costs against performance when evaluating this mutual fund.

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