OIGNX Mutual Fund

NAV$25.45

Returns Overview

1 Month
+3.80%
3 Months
+15.11%
6 Months
+6.29%
YTD
+5.03%
1 Year
+9.14%
3 Years (annualized)
+4.04%
5 Years (annualized)
-3.18%
10 Years (annualized)
+2.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OIGNX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+5.03%
Peer Avg (YTD)
+8.97%
vs Peers
-3.94%

OIGNX Mutual Fund Performance

OIGNX performance across multiple time periods: 1-month 3.80%, YTD 5.03%, 1-year 9.14%, 3-year 4.04%, 5-year -3.18%, 10-year 2.22%.

OIGNX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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