OIGAX Mutual Fund

OIGAX Mutual Fund

NAV$27.20
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Returns Overview

1 Month
-2.31%
3 Months
+5.67%
6 Months
+1.91%
YTD
+3.98%
1 Year
+10.11%
3 Years (annualized)
+6.59%
5 Years (annualized)
+0.84%
10 Years (annualized)
+5.90%

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)
+3.98%
Peer Avg (YTD)
+6.23%
vs Peers
-2.25%

OIGAX Mutual Fund Performance

OIGAX performance across multiple time periods: 1-month -2.31%, YTD 3.98%, 1-year 10.11%, 3-year 6.59%, 5-year 0.84%, 10-year 5.90%.

OIGAX returns trail the peer average of 6.23% 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.