OIGAX Mutual Fund

OIGAX Mutual Fund

NAV$24.81
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Returns Overview

1 Month
-3.22%
3 Months
-5.14%
6 Months
+0.24%
YTD
-2.55%
1 Year
-1.50%
3 Years (annualized)
+10.46%
5 Years (annualized)
-0.47%
10 Years (annualized)
+5.59%

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
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📉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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
-2.55%
Peer Avg (YTD)
+5.23%
vs Peers
-7.78%

OIGAX Mutual Fund Performance

OIGAX performance across multiple time periods: 1-month -3.22%, YTD -2.55%, 1-year -1.50%, 3-year 10.46%, 5-year -0.47%, 10-year 5.59%.

OIGAX returns trail the peer average of 5.23% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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