OIGCX Mutual Fund

OIGCX Mutual Fund

NAV$20.50
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Returns Overview

1 Month
-3.29%
3 Months
-5.31%
6 Months
-0.14%
YTD
-3.15%
1 Year
-2.26%
3 Years (annualized)
+9.62%
5 Years (annualized)
-1.22%
10 Years (annualized)
+4.80%

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
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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)
-3.15%
Peer Avg (YTD)
+5.23%
vs Peers
-8.39%

OIGCX Mutual Fund Performance

OIGCX performance across multiple time periods: 1-month -3.29%, YTD -3.15%, 1-year -2.26%, 3-year 9.62%, 5-year -1.22%, 10-year 4.80%.

OIGCX returns trail the peer average of 5.23% 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.