OILGX Mutual Fund

OILGX Mutual Fund

NAV$27.88
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Returns Overview

1 Month
+4.10%
3 Months
-2.02%
6 Months
+11.00%
YTD
+6.99%
1 Year
+14.48%
3 Years (annualized)
+24.39%
5 Years (annualized)
+14.37%
10 Years (annualized)
+22.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OILGX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+6.99%
Peer Avg (YTD)
+8.51%
vs Peers
-1.52%

OILGX Mutual Fund Performance

OILGX performance across multiple time periods: 1-month 4.10%, YTD 6.99%, 1-year 14.48%, 3-year 24.39%, 5-year 14.37%, 10-year 22.49%.

OILGX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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