OIGAX Mutual Fund

NAV$27.30

Returns Overview

1 Month
+3.81%
3 Months
+15.17%
6 Months
+6.44%
YTD
+5.17%
1 Year
+9.41%
3 Years (annualized)
+4.45%
5 Years (annualized)
-0.21%
10 Years (annualized)
+6.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OIGAX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+5.17%
Peer Avg (YTD)
+8.97%
vs Peers
-3.80%

OIGAX Mutual Fund Performance

OIGAX performance across multiple time periods: 1-month 3.81%, YTD 5.17%, 1-year 9.41%, 3-year 4.45%, 5-year -0.21%, 10-year 6.72%.

OIGAX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

OIGAX performance comparison shows side-by-side returns with another fund. OIGAX alternatives are available in the Mutual Fund Screener.