OIGIX Mutual Fund

OIGIX Mutual Fund

NAV$26.89
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Returns Overview

1 Month
-2.30%
3 Months
+5.75%
6 Months
+2.09%
YTD
+4.20%
1 Year
+10.51%
3 Years (annualized)
+7.00%
5 Years (annualized)
+1.22%
10 Years (annualized)
+6.14%

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
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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)
+4.20%
Peer Avg (YTD)
+6.23%
vs Peers
-2.03%

OIGIX Mutual Fund Performance

OIGIX performance across multiple time periods: 1-month -2.30%, YTD 4.20%, 1-year 10.51%, 3-year 7.00%, 5-year 1.22%, 10-year 6.14%.

OIGIX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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