OIGCX Mutual Fund

OIGCX Mutual Fund

NAV$21.34
See how much of OIGCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.92%
3 Months
-4.43%
6 Months
+9.87%
YTD
+0.14%
1 Year
+2.68%
3 Years (annualized)
+8.10%
5 Years (annualized)
-0.46%
10 Years (annualized)
+5.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OIGCX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+0.14%
Peer Avg (YTD)
+8.68%
vs Peers
-8.54%

OIGCX Mutual Fund Performance

OIGCX performance across multiple time periods: 1-month -2.92%, YTD 0.14%, 1-year 2.68%, 3-year 8.10%, 5-year -0.46%, 10-year 5.05%.

OIGCX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.90%, investors should weigh costs against performance when evaluating this mutual fund.

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