OIGIX Mutual Fund

NAV$26.99

Returns Overview

1 Month
+3.86%
3 Months
+15.33%
6 Months
+6.65%
YTD
+5.36%
1 Year
+9.84%
3 Years (annualized)
+4.83%
5 Years (annualized)
+0.17%
10 Years (annualized)
+5.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OIGIX 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)
+5.36%
Peer Avg (YTD)
+8.97%
vs Peers
-3.61%

OIGIX Mutual Fund Performance

OIGIX performance across multiple time periods: 1-month 3.86%, YTD 5.36%, 1-year 9.84%, 3-year 4.83%, 5-year 0.17%, 10-year 5.83%.

OIGIX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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