OIGYX Mutual Fund

OIGYX Mutual Fund

NAV$26.93
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Returns Overview

1 Month
-2.30%
3 Months
+5.73%
6 Months
+2.01%
YTD
+4.15%
1 Year
+10.38%
3 Years (annualized)
+6.86%
5 Years (annualized)
+1.09%
10 Years (annualized)
+5.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OIGYX 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)
+4.15%
Peer Avg (YTD)
+6.23%
vs Peers
-2.08%

OIGYX Mutual Fund Performance

OIGYX performance across multiple time periods: 1-month -2.30%, YTD 4.15%, 1-year 10.38%, 3-year 6.86%, 5-year 1.09%, 10-year 5.98%.

OIGYX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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